Very Helpful and accommodating. I love that when I need to call in I get someone directly, usually…read moreVanessa. No need to go through many recordings to talk to someone on the other side of the world. They are very sweet and try to help walk me through whatever my issues have been. They have also provided me with lots of information when odd things have happened. My only disappointment is that they no longer have Zelle. If they did I would not need another bank.

Very weird place . Very rude customer service . Never worked with a bank that was "vindictive"…read morebefore . Businesses beware your account transfers can be frozen without warning. The app has a large delay , is glitchy and allows double transfers so you don't know if your transfer has been processed or not. On one occasion the amount transferred twice and my account went into the negative . Instead of apologizing the bank called and scolded me for transferring money to a different bank implying I had to keep all my money there. It's my money I can do what I want with it . My wife, Child and my parents have accounts here because we liked the idea that it was a community bank but the only community you will feel is a angry woman harassing you for not keeping a minimum balance you were never informed was expected.

I opened an HSA account with this bank a few months ago. They have been very helpful and the…read moremanager there, named John, takes especially good care of us. It's nice to have a local hometown bank that knows your name when you walk in. Highly recommended.

I have never gone to a better bank. The representatives go totally out of their way. My mom put a…read moreCD in my name before she passed away. The kindness and efficient service I received was notably amazing. Besides doing what banks do, I had dropped a ring, I received a phone call and they mailed it to me! Then the rep called me to tell me when it would arrive. I wish Achievable Credit Union was available in NC. Thank you so very much for going above and beyond.

I have been doing business for 4-5 years........Personable, caring , efficient …read more Plus super % on CD's...........Joe......Punta Gorda, 6-26-23

Had 300$ in Charlotte State Bank under free checking account. I'm only in florida for 6 months out…read moreof the year. When crews loan and trust took over they started charging 20$ per month til the money was gone. When I had a chance to go to bank their response was your money is gone and your account is closed. NO MONEY! Don't put your money in this bank unless you want it stolen! This bank is definitely not a safe place to store or hold your hard earned money ! Thieves!

Love this bank. I have been with them for over 30 years. Thank goodness they now have a branch in…read moreSarasota!

Beautiful storefront and very clean interior. The staff were very friendly and helpful. Thank you…read moreguys.

I went to this branch to close an account and had previously sent them a POA. Nothing was in the…read moresystem. I scheduled an appointment and was kept waiting for 45 minutes. Then Dawn Fitzgerald never bothered to apologize for keeping me waiting. She then explained she had to manually input the POA so I couldn't do anything that day except that. She said she'd call and let me know when it was accepted and never bothered to call back. I don't what she did but the paperwork never went into the system so I had to go to NJ , a 5 hour trip one way and they had to input the POA so I couldn't do any business there that day. Such incompetence has caused so many headaches it's disgusting. The ppl at these branches need retraining ASAP. I will do business with this bank in any way shape or form. I'd give them 0 stars if that was allowable. Please if someone has an appointment be on time and stop inconveniencing the customer & at least make a half a#% apology. You could do better, shame on you!

Friendly. They keep the doors locked until you're allowed inside. Very strange but I'm used to it…read morenow. Note: The yelp website connects to the wrong bank.

Very friendly and . Wish that they had more people working there…read more For me great location

I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

Gulfside Mortgage Services is amazing. From start to finish, they made the process for securing…read morelending a breeze. It had been challenging working with other lenders in the past, but this company flipped the script. Tony Moore and his team made it happen, and seamlessly. The whole team is very professional, knowledgeable, personable and they made themselves very accessible. Tony called us every Tuesday with status updates. We highly recommend them.

My uncle and I had a good experience purchasing a property together in fort myers with the aid of…read moreGulfside Mortgage. Tony, Michelle, Terri, and the rest of the team did a good job answering any questions and gave advice that helped us get the home. I'm looking forward to refinance with them especially since you save so much refinancing with them after you have already worked on the home purchase with them. Also, the house warming gift was a perfect touch!