Best financial consultant in Nashville, Tennessee (TN) 2024

I don't know why this BofA location has bad reviews, the customer service here is top-notch! I spoke with all three of the employees who were on site this morning, where they were all so friendly, and quick to assist me. They helped me out with multiple complicated needs, and they also gave me great advice on the steps to take in the future should these situations come up. I plan on returning here regularly. They're awesome. ~Sydney

bank financial consultant financial planner

Horrible experience with this Branch today with their manager Cory Chang - Green Hills Hobbs Road. Visited the bank and received printout of my balance. I was off 100 dollars from previous deposit in March 2022. Cashier said was due to a payment. Went home and calculated and still 100 off. Called branch…no one answered. Called branch again….no one returned my call. Soooo I drove back to branch and talked with cashier who helped me and he could not figure it out. Cashier went to his Manager Cory Chang who did not help him understand. I went thru the process again with cashier who went to Cory Chang again. Cory finally came out with lots of words and no explanation. I went thru process again. Cory stood there for a few minutes and said …oh….you get 100 dollars credit now with Truist with deposits. This is the new policy for Truist that you should have read. He said “it was on Your deposit slip of available credit and your should have known this”. I said …”your cashier did not know this or he would have explained it to me and it took you several minutes to come up with this answer”. When a business starts degrading customers with the words “ you should have” …..it does not make for a happy customer. Lot of wasted time on my part with phone calls and driving back to the bank to get a simple answer. ~Patsy

bank atm financial consultant financial institution insurance agency investment bank life insurance agency loan agency mortgage lender savings bank

Walked into this branch around 1pm on a Friday and was refused help by a notary because I didn't have an appointment. There was literally no one else waiting. It takes 5 minutes, if that, to have a form notarized. The notary was just lazy. It's unfortunate. ~Anna

bank financial consultant financial planner