Best investment service in Birmingham, Alabama (AL) 2025

I have never felt the desire to leave a review on a bank employee in my life – until today. I recently needed to open a IOLTA for my law firm’s new Alabama office. I went to the Shades Creek Parkway Branch here in Birmingham, Alabama, and everybody was so nice to me and quick to help. I ultimately was paired with Sharon Hoof. She worked with me on getting everything setup; however, I was in a hurry and needed to finish everything over email at a later time. She worked with me back and forth until I had everything finished. I feel like she gave me more attention and assistance than anybody else would have in her position. I was close to missing a setup deadline but she was readily available and able to work quickly so that the process was completed timely and successfully. Fast forward to my first deposit in the new IOLTA account. I drove through the Homewood (Southbridge) Branch to make the deposit, but I wasn’t really prepared. I didn’t know the account name or number off the top of my head. I was hoping whoever was working the counter could help me. Lo and behold, Sharon is covering this desk for the day. She recognized me immediately and knew exactly what I was doing there and how to help me. I basically didn’t even have to speak and she greeted me by name, confirmed my visit’s purpose, and accomplished what I needed in about 1-2 minutes total. I’ve never felt like more of a VIP customer in my life, anywhere! Thank you Sharon! Sharon for President! ~Carl

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