Lake Mary, FL Financial Services

Megan was a huge help! She was able to answer all of my questions & make some great recommendations as to what best fit my needs. 10/10 recommend.

For 30 years, my wife and I contributed to a tax deferred retirement account and given the National debt and un-controlled government spending, we were highly concerned a ... more

Excellent attention from Gabriel Bez, very good service, thank you for your treatment and kindness!

Excellent service from Lorraine

We are so grateful to have a partnership with Lanier & Company. We've received outstanding service with general bookkeeping, complex income tax preparation, and procedura ... more

David & his staff are very professional, friendly & informative. I am a novice with financial investing & David explained everything step by step & made sure my husband & ... more

Always looking for ways to make the customer experience easy.

Just stopped by the Lake Mary branch and Mary was very helpful in my making a payment to my account; professional, informative, and kind.

The people who work there are great. Always willing to help with my banking needs. I think her name is Ann or Anna she is a true asset to your bank. She just helped me an ... more

I first sought Anthony's help moving a 401k back in 2008. I had always found it hard to find a financial advisor that would take the time to make me comfortable about the ... more

Larry has done a great job managing an account for me. Very happy with the returns. I've been glad to refer Larry to friends and family.

I have been working with Andrew Schierer for over 20 years as my trusted financial advisor. Andrew has also been an advisor for several of my family members throughout t ... more

One of the best banking experiences I have had! The staff was very helpful. The objective was achieved easily!

They are very nice and they make you feel very important and they are pleased to help you very nice place to visit I feel welcome

Usually great service,however they are pushing clients to use automation and the system is not ready for use.This is causing a huge back up in office.Slow and confused se ... more

H and R Block does an excellent job caring about their clients and customers and I go to them every year for assistance. They are fantastic, provide excellent customer se ... more

No drive thru No tellers Just a bunch of people looking at each other

OTA is a great place to start if you want in depth training from professional traders who has been trading successfully for years. Bradley who is the campus director goe ... more

No follow up call to the customer, even after attempting to contact the branch to correct an issue regarding an account. No sense of urgency to address customer concerns.

I tried to transfer money out of fifth third and online banking won't allow me to. The employees don't know what to do and are no help!! Tara specifically is of no help a ... more

nice

I had a problem with some money in a bank. A different bank. And I went in truist lake Mary branch. And all the workers were very helpful beyond their work duties. But ... more

It is a terrible bank in customer service, it happened to me that after a call I made, without prior notice they closed my accounts, the person who answered me on the pho ... more

Arssieney has by far been the most helpful! Not only did she help me get another personal loan, she also helped me get a better credit card and helped me save lots of mon ... more

Great bank never had any issues always nice to me and ready to help bbt is a good bank to use and I will remain a customer probably for life !!

Been banking here for over 3 years now very happy and very nice staff glad we dont bank at TD anymore

I contacted Alex about debt that had a civil complaint filed and he had an initial consult for free. Alex was exceptionally easy to talk to, very knowledgeable about the ... more

Jack Edwards has helped many of my clients. Their office of professionals has handled everything from tax preparation to bookkeeping. I highly recommend their office.

Obed & Jessica made my tax season just a little easier. They both went WAY out of their way to print me everything I needed.

Wonderful customer service experience for my wife and I by William Swink the Senior Premier banker who took time to help us with a minor request of adding someone to an a ... more

Christopher Lewis Skees is an asset to the company. Hands down the best banker weve ever dealt with!

Well if you are looking for a branch and a bank where customer service is a priority and A differentiator on the service they provide then I say run as quickly as you can ... more

When we met with Village Tax Service, specifically Loren Gill, we thought he was great. We left feeling satisfied and taken care of. Two years later, we find out from our ... more

Thank you Ashley for all your help!!! Ashley was able to help me, but found another way to help me now instead of 6 months!! Five star customer service across the board!! ... more

Herman Singh is a true professional. I had a unique situation, working in the US on an E2 visa, potential green card, selling my business and moving offshore. I spoke wit ... more