Mr Nordmann was extremely helpful with my divorce as we had many investments to split. I'm looking…read moreforward to doing more business with him in the future.

From the owner: Investment Management & Financial Planningread more

David & his staff are very professional, friendly & informative…read more I am a novice with financial investing & David explained everything step by step & made sure my husband & I clearly understood. He devoted a lot of time to us so he could prepare a financial portfolio designed for our particular needs. David made us feel extremely comfortable & secure with the decisions we made including the preparation of a Retirement Strategy. Thank you so much David!

It's anathema to consumerism and general polite political circles to give even 3 stars to a big…read morebank, let alone FOUR stars! After all, I'm a Warren supporter; big banks are evil (almost to the extent of big Pharma), especially to businesses big and small, where they take their money and offer 0 interest. What a DEAL - for the banker; for the bankee, not so much. It's more like the "Bang-ee", if you know what I mean. But I'm being pragmatic here, and, I think, fair. I've held a BOA CC for the longest time, but truth be known, it was much, much more on account of my support for the WWF, and that beautiful tiger (see pic - they have an ADORABLE snow leopard one too). But ever since I found out about their 'program', I went, "Hmm - there's something in this for us, too, scraps as they might be (in the overall scheme of things!" You see (I'm gonna sound like their paid commercial now, but I'm not - 'paid' or a 'commercial') ... if you open a chq account with them, move over your investment account (regular, IRA, Roth) to Merrill Edge, you get some cool benefits. There are different levels, but at the highest level (Platinum Honors, 100K minimum investment), you get (for me, the biggest benefit) a 75% bump in your cash back of your CC. There are other benefits (you can check it out for yourself), but for us, that's the biggest one practically - until... today. I had a rather large chq to deposit. My wife said, since it's from a Canadian company (account in USD notwithstanding), they're going to hold onto that chq forever before releasing it! Now generally speaking, this is true - chq I sent to a friend in HKG, I'm told they hold it for like a MONTH and STILL charge you for the privilege of using their service (see what I mean about 'evil' and 'big banks' being synonymous?) But I told her, since I have an established relationship with BOA, with money to back up any funny business, it'll be different. So in I strolled to the BOA in LM, and the lady greeting folks at the front told me she was 'one of the managers' (Hi, Christina). I explained the situation to her, and she said, see you at the teller's counter. I'm sure she checked me out in the mean time (well I mean check my CREDENTIALS out, not 'me') - by the time I got to the teller, she said 'no hold'. Cool, I thought, as I swaggered out of the branch feeling like (almost, but not quite, not NEARLY quite) a million dollars. WhenI came home to find that the balance did not reflect that deposit, I almost blew a gasket! Then I noticed a note saying that the funds, while not reflected in the balance, ARE available the next business day, which is what I need. So, yeah, depending on your circumstances and allegiance, BOA just might have something that benefits YOU. (P.S. I also get free trades on the stock market with Platinum Honors, equity AND options. That's sweet, but I hope it doesn't give me the license to do stupid trades)

Thank you again bank of America second time this happened in less than 30 days! Time to order a…read morenew one

This particular Chase is just off of the the highway and made for a great stop while I was heading…read moreback to Orlando from a day of business in Jacksonville. I have been a long-time customer of Chase. I was with Washington Mutual when Chase acquired Washington Mutual and just stayed with Chase. I travel a lot for work and have stopped at countless Chase locations. I have never had a negative experience and I can say that my experience at this particular Chase was an overall positive experience. Parking was not an issue and the staff here were friendly and professional. The bank itself has a pleasant ambiance and only added to my overall experience. I will give this particular Chase location five stars and it definitely earned my recommendation. As I said, I am a long-time client of Chase and overall, I have never had an issue with this financial institution.

Branch has lobby ATM and drive through ATM and banking. Sometimes the drive through ATM isn't…read moreworking or is out of money, so just park and go inside if that happens. Bank lines literally don't exist here. I've never waited more than a minute for help. The chase private client services officers are friendly and helpful. They can help you with investments at no charge. The CD rates aren't bad right now. The branch itself has never made a mistake in any of my transactions. I come here for printed checks since I don't buy checks anymore. It's $2 for one or for a whole page so you might as well get the whole page. There are 3 on a page. They called me to let me know that I had no beneficiaries on my account. I had no idea! So I went in to fix that. I didn't have an appointment but they took care of me within minutes. I was impressed. Otherwise, the chase app has a way to deposit checks and transfer money, so I don't have to go to the branch often. But they're here and they're friendly if I ever do need something.

Anthony and his team are the best. They are very knowledgeable, trustworthy, and all around nice…read morepeople. Anthony spent considerable time with my wife and I providing investing strategies, risk analysis and other tools that we could use prior to transacting any business. Now that we have invested with them the service is even better. We have two different investments with Safe Money Solutions and both are doing very well. Anthony and Brianna have both been very responsive whenever we have had questions or needed assistance with one of the accounts. I highly recommend Safe Money Solutions. Ed A.

From the owner: At Safe Money Solutions, we understand that retirees face many important decisions that can affect…read moretheir long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

We are grateful to Chuck and his team at Hidden Wealth for all they have done for us. Like many…read morepeople who invested in the 401K plan came the haunting realization how this was actually going to backfire on us come RMD time. We sought help from other financial advisors but always felt like we were given partial solutions, nothing comprehensive. But Hidden Wealth did. They gave us a plan to grow our wealth while mitigating taxes with options we didn't even know were available to us. The Hidden Wealth team has always been very responsive to our retirement inquiries and concerns. We have been with Chuck and team for a few years and can't say enough praise for what they have given us - peace of mind and a direction.

From the owner: The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts…read moreincluding 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can take advantage of tax breaks.

By far the most competent and knowledgeable financial services on the market. The staff is…read moreprofessional, courteous, and honest. In a society filled with confusion and deception, Alan Smith Financial is a guiding light to a stable and secure financial future for short term and long term investments.

From the owner: We specialize in providing a custom service to our clients to help them achieve their long term…read morefinancial and retirement goals. Our services include retirement and financial planning, Life insurance, Long term care and disability insurance, College savings, Individual retirement plans and long term investing. We work with business owners to establish and help properly administer employer sponsored retirement plans and many other employee benefits.