Best financial planner in Plantation, Florida (FL) 2024

I stopped by this morning after a very unpleasant experience at another branch. I was greeted promptly and my information was taken and entered into their system and I was asked to sit in the waiting area to be seen by a relationship manager. In less than two minutes I was being helped by Amira who is truly amazing, professional and extremely nice. She was able to get me in and out quickly and addressed all of my concerns and took into consideration my time and that alone speaks volumes of what true customer service and attention to detail is all about. I know have know which branch to go to in the future when I need assistance. ~Luis

Absolutely the worst customer service if I could give a zero I would have. Clerk was polite manager Sonia was not! Once she heard I didn’t have an account made me wait 30 minuets and attend to an account holder prior. Instead of doing her job and verifying the signature on the check sent me to go deposit it at my bank, after I told her no, told me to sit and wait. Felt totally discriminated! don’t go to this location lack if staff and customer service SMH ~Alexandra