My wife and I meet with Tom for a consultation for our future money concerns. We were referred to…read moreTom by a family member. Tom could have not been any more helpful with our meeting. He was very informative and his knowledge was very helpful. He gave us great advice on our current investments and explained to us what we can expect for our upcoming future. This was all done complementary and we felt totally not rushed and so comfortable with Tom. He explained how future meetings would benefit us. We determined and with his agreement that we were on a great path and a future meeting would not be needed till a few years from now. He was polite and most important honest in our assessment. We will 100% contact him in a few years. From our meeting I would highly recommend Thomas.

From the owner: Financial Advisory Financial Investment…read moreFinancial Insurance

I went to Cincinnati Asia Mart and needed some cash afterwards and when I searched on this one, it…read morewanted me to check in because it was about 100 feet from my parking spot. That's convenience! How did U.S. Bank know that I needed cash just then? No matter the location, I've had a good experience. I've only been to a few locations where I didn't go to a teller, but the ATMs have always worked correctly and they've never complained about anything. This had a drive-thru lane for the ATM, which is convenient, and it had a touch screen, so you don't have to press the keys to the side of the display. The response was quick and accurate.

This review is more for the corporate management of US Bank. I have been in the process of a…read morebusiness loan and it has been a very frustrating. It seems like departments have no idea what is going on with each other. Documents are repeatedly asked for and sent but they continually do not get to where they are supposed to go. It seems like this process is going on much longer than it should. I am sure they do thousands of these types of loans a year and mine cannot be that complicated. It also seems like there has been a lot of turnover of the contacts I have had which is incredibly frustrating.

I'm really disappointed. I feel like when I contact them, I'm being a bother. It is MY money,…read moreafterall. I asked that some stock be sold, which was done. Then later on, in the week, Thursday morning, first thing, I asked that a check be overnighted to me. I was told that it couldn't go out til Friday, and wouldn't be delivered until Saturday or Monday at the latest. I really needed that by Saturday, so I sent an email on Thursday, but no response until 4:55 p. m. on Friday. I really am a nobody to them. Sad.

After working with this financial planner for almost 15 years my family and I were transferred to…read moreanother financial planner because we weren't paying an annual fee for financial planning??? His words. Apparently even though we had a Roth ira, life insurance policies, and 529 plans set up by him our family was still not annually setting goals and paying an annual fee. In which case my thoughts were they receive annual fees from setting up these accounts. Who knew?? All I know I wish Mark would have better educated myself and my family on this after being my financial planner since I've been 18 instead of flicking us off his books like we were unworthy of his expertise. That's okay I needed a more tech savvy person that would meet my middle class milenial ways I guess.

Mark Sutton has managed my investments for years now. He has a lot of experience. Mark is very…read moreresponsive... if you should need anything he always gets right back to you. Mark will regularly meet with you to make sure your investments still meet your needs. Also he will let you know what he anticipates for the market ahead. I would highly recommend him to anyone in need of a Financial Advisor!