“I was referred to Mike at Morgan Stanley for my future. I had good feelings after my first meeting, and about changing all my investments over to Mike. If I have a question or concern, it will be answered quickly and that makes me feel even more confident with my choice.“
“I initially chose Charles schwab, because of the consistency of satisfactory ratings on the mobile app. I've since been very pleased with the uniform excellence in customer service. There is a palpable sense of loyalty to customers.“
“John and Mark are great to work with. These guys truly care about their customers. Not only do they do great work but they are also a great resource for information related to financial consulting. Definitely recommend.“
“Tuesday 9/13 I had a nightmare day. I lost my wallet which obviously contained credit cards and my drivers license but also it was a large wallet that had my checkbook in it. The Bank of America 800 number was one of my first calls and the customer service guy cancelled my debit card and asked if I had a passport to which I replied yes. He said take your passport into your nearest branch and they'll get your account closed and a new one opened so that there's no issue with the lost checks. Great, sounds like a plan. I walked into this branch at 2:35pm. The greeter apologized that the banker was with someone else. He directed me to the more comfortable seats and said he'd be right with me. The banker's name was Martin. He came over at 2:38 and said he's ready for me and apologized for my wait. I got the old account closed and the new one opened. He ordered me a new debit card, new checks, and issued a temporary card to use until the new one came. He told me how to activate the temporary card on my way out of the bank. I was there about 20 minutes. The entire time I was there I heard pleasant conversation between the greeter and the tellers. You could tell it was a happy work environment. This experience is so vastly different than the experience I had at the Creve Coeur branch less than one hour earlier and I so appreciated their help and being there. The Creve Coeur branch should take lessons from these people.“
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