Biggest jerks in the business The reps you see when you come on don't know anything, it takes…read moreforever for them to give you any simple answer, they don't have name tags and they don't know how to de-escalate situations. Invest with anyone but them. They don't even want your money. They hold widow money for no reason and don't tell you why. Dan Levene is the most incompetent periods I have ever met in customer service management. He deserves to be T-boned by a drunk driver

I worked for Optum and had a 401K there. I left on good terms but was never advised on what happens…read morewith my money, if any. I tried to call Fidelity and had the worst experience ever on the phone. I get it: The new way to handle and do nothing is to be polite and deny the caller, treat them like children. I got the account when at Optum (United) a long time ago and never wrote down my user name and password. I called and spent the morning talking with supposed helpers at Fidelity. I game them my ss number name address and everything I could think of. I am a licensed Psychotherapist for years in Florida, a veteran and still know my service ID., even my blood type! I an convinced O will never see the money: there must have been too little $$ to care. If you want to be insulted by condescending BOTS, call Fidelity!

Norman Robbins ripped off my elderly father. Though nearing 90 years old and living on fixed…read moreincome, Norm Called him once a month for a double commission. Always something to sell and something to buy in the same call. And Mostly losers! Some stocks down 50-80%. Fraud. his license should be revoked. Do not give him your money!

Review of Summit Brokerage.. Norman Robbins did wrong by my…read morefather and I. we should have never switched from Wells Fargo. not only did we see a substantial decrease in dividends, but when I confronted Norman, he slammed down the phone, he HUNG UP ON ME. HE IS IN NEED OF SERIOUS ANGER MANAGEMENT !! his firm is located on 7807 Steeplechase Dr PBG. I am going to report him to the SEC. He even lost paperwork so as we could not receive our dividends. we had to resign and email back to his office. we originally signed the exact same document when we first met, however he running out the door and going on vacation. this was obviously more important than our business interest. if you want good investment service, I personally reccomend Wells Fargo and ask for Croft Meeker. He asks all the right questions pertaining to your needs and he is conservative. Norman placed us in some stocks which were not considered stable, though they paid a good dividend, the company was on shaky ground and not even rated. Norman is a smooth talking criminal who is not to be trusted. again, he slammed down the phone on me, that is about as professional as discussing finances with a toddler. may karma come around and take everything away from this con-artist. after confronting him on the phone about my first quarterly earnings (less than $3100.00 on 1mil dollars) again, he had the gumption to hang up on me. I will work diligently to spread the word he is a fraud and is probably skimming money off the top. he reminds me of a Bernie Madoff !! almost forgot, he charged us $1000.00 dollars to move our money to his firm. he stated those were transfer fees from the other bank. so I called Wells Fargo and they stated the fee was only $200.00 dollars. again proving Norman Robbins is a thief and a liar. dad and I met with a Well Fargo financial advisor to reinvest our monies with them. we revised our stock portfolio and he took the time to help us spread the risk. and he found highly questionable stocks that Norman Robbins put us in as the were not rated and put out a 10% return which is impossible in this day and age. eventually that stock will fold and we would have been out of a lot of money. Thus, Norman is a fraud and risk your money with unrated or B class stocks. He is a thief and a liar and will take advantage of you and invest your money in risky businesses. whereas WF will look at our selection and take it to their analyst to make sure our choices are safe and wise. WF will even send a representative to your home for your convenience. these guys are professionals 100% and will do everything to protect your investments. plus the broker is paid based on how well your assets perform. he only takes a small percentage on new purchases which is well deserved on their part. I had no idea how far Wells Fargo went to protect your investments. oh, if you don't make money, neither do they. thus if an unfortunate event occurs where your stock selection makes nothing, Wells Fargo takes no fees. Submit Brokerage take their fees even if you dont make money. if you are with Summit Brokerage, I highly recommend you seek another firm who has analyst to double check your decisions.

I've had the pleasure recently of working with leasing Agent Ms. Dawn Campbell and immediately she…read morewas very attentive too my situation and being able too offer her help. Amazing as all the multi tasking I was able too observe and she still managed too be personable and kind as well as very professional and patient with my situation. Awesome leasing property management!

My Dad and myself met with Walter Pacheco at the Deerfield branch to discuss a joint account …read more Walter was very helpful and knowledgable . He made the process very easy . This was a new experiece at this bank, and Walter made the transition very easy. I would recommend Walter and this Branch. I believe the Managers name was Eli who assisted and was also very helpful .

I've been an Amtrust customer for too many years to count. I started because it was where my…read moreparents banked. I have found that the service is superior and the bank clerks are extremely friendly and accommodating. I have never noticed an error in my account and the interest rates are competitive. I would definitely recommend for people looking for a new place to do their banking.

I would actually give this business zero stars; however there is not that option. I'm warning…read moreeveryone and anyone to stay away from the services associated with this business. My sisters and I invested in a project with the CEO, Mr. Bankston, and he ended up breaching the contract. Specifically, we invested a certain amount of money with a contract indicating a return on that money being paid monthly over the course of a six month duration of the contract. Mr. Bankston was very responsive during negotiation and prior to the money being invested; however when the first month came around and time for payment, he became very non-respondent and elusive. When he did respond, he indicated all kinds of excuses as to why he had not paid out on the contract as of yet. We are now weeks passed the first contractually agreed payout and Mr. Bankston is not returning calls, not giving updates or statuses of when payments will be received, and has in fact disappeared. We are now working to file complaints with the BBB's in several states where he is affiliated as well as have enlisted the assistance of several legal firms to address this issue with him as well as his alleged funding company of AutoNation. Stay away.

Best of the best people I've ever had the pleasure of working with. They have people that…read morespecialize in mortgages that connect you with realtors and he also try to hook you up with the best scenario for your individual home buying experience. They also have very good people to advise investing strategies. The people at this particular branch are always helpful. Great people here. They are second to none. That being said. Brick and mortar banks in general are falling behind as far as paying interest on savings, checking and CD's. And some require high minimum deposits and/or auto deposit of funds to maintain waved fees. On line banks and firms are attracting more and more people for their daily banking needs. The executives at CHASE need to address these issues if they intend to retain customer base.

I have been banking Chase for over 30 years. I've never had a problem…read more Everyone there is extremely professional and helpful. I absolutely recommend Chase to all my friends.

A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.