Best financial planner in Richmond, Texas (TX) 2024

EDIT: BOA has taken no action to resolve this. We've been surveyed about the banker (Anna) specifically and filed a formal complaint after being encouraged to do so by customer service, yet NO ONE has reached out to us. She is also mentioned in another review as being discriminatory and rude. I wish I could take one star away. I'm positive nothing will be done. Complete trash, BOA. The banker that was supposed to assist my husband and I (Anna) was very rude and unhelpful. I also filed a complaint with BOA through customer service because I've never been treated so poorly. The banker told us she could not help us with a simple account change and did not give us any additional information on how to resolve the issue until I went back a second time after customer service advised me that there was no reason the change couldn't be completed. She made no effort to resolve the matter. Nor did she bother to pick up the phone to get help after I explained that nothing was wrong with our account (as confirmed by CS). She simply said she couldn't help us and left us with the work of solving the problem (which likely was just that she didn't want to help us). Like the other reviews state, the customer service here (not that they have any) is absolutely atrocious. Thank God for both of the phone customer service representatives who assisted me, confirmed that there was no issue with my account, and agreed that I should've been helped in the branch. The banker even tried to send me to another location for help; what sense does that make? She tried to do damage control by asking us to come back later in the week, but I have zero confidence in them. Not sure if I'll keep my account with BOA after this. Deplorable experience for a new customer. ~Kris