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    Cove Financial Planning

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Cove Financial Planning

    Investment management

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    6 years ago

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    Capital Trust Company

    Capital Trust Company

    (3 reviews)

    Walker's Point

    Carrie a trust advisor is very mean and hard to work with on my children trust account she acts…read morelike it's hers i told her my insurance was lapsing and she told me she woils get back to me in a week also I recorded her phone call n boy was she disrespectful

    I am a client of this Trust company for about 12 years now and been through 7 Trust Officers. Only…read moreone seemed to care. This new officer that took her place is not qualified to do this job. I have been treated terribly because she was called out for not being familiar with my case and tried to keep me from breathing by having my electricity shut off for not paying our electric bill. I am on oxygen 24 hours a day and her exact words for her not being able to fix the issue was quote " there is nothing I can do about it". This was the third time our electricity was shut off since she became my Trust Officer. My husband had to run an extension chord next door to get my concentrator working until he called power company and got them to turn our power on. We had to pay 900 dollars for another deposit the next day. She then had the provider send bill to us to pay and now she won't reimburse us at all. She was not smart enough to pay 3 bills for me and now she has found it necessary to take money from me for spite. She had us throw our grandkids out and doesn't realize that since I'm not on SSI, it has no part in how I spend my money. She is getting worse and I want her taken off my case. I now cannot go to the doctor, or buy food without help, because she won't purchase a used car to replace our broken truck because the transmission has gone out. Its not expensive but i must controlled by this woman who doesnt care. Well, i dont care now . I'm tired of arguing with her. I'm in a wheelchair and without a vehicle it's difficult to go to the doctor or anywhere. I've explained this to her, but I'm still without a vehicle. Amy k

    WaterStone Bank

    WaterStone Bank

    (2 reviews)

    Friendly, courteous , & real help. I have a number of accounts with Waterstone and always willing…read moreto give valuable information. never too busy to service. Ryan helps making consumers accommodate to the realities of today's marketplace.

    Excellent customer service, every time! I've been banking with Waterstone for several years and…read morehave multiple accounts with them. That alone tells you that I love this bank! All the employees are always very friendly and willing to help you. On today's visit, I went to the branch to fix a little problem I encountered. I have my mortgage through Waterstone Bank, and I hadn't received my escrow check, to pay my property taxes. First, I called Customer Service. They looked up my account, and told me the check was sent out two weeks ago. It must have gotten lost in the mail or something, because I never got it. The Customer Service Rep told me that I could just go into any branch, and they could issue a stop-pay on the old check and issue a replacement. So that's exactly what I did. Easy as pie! They have a small waiting area, with comfy chairs, arranged around a coffee table, a TV on the wall, that's usually got some news channel on, and a station with fresh, hot coffee. So I sat and waited a few minutes while they got everything in order and issued my new check. They brought it over to me; I had to sign one paper for the stop-pay, and I was sent on my way with a handshake and a 'Thank You'.

    Cove Financial Planning - financialadvising - Updated May 2026

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