David & his staff are very professional, friendly & informative…read more I am a novice with financial investing & David explained everything step by step & made sure my husband & I clearly understood. He devoted a lot of time to us so he could prepare a financial portfolio designed for our particular needs. David made us feel extremely comfortable & secure with the decisions we made including the preparation of a Retirement Strategy. Thank you so much David!

I went in to get a medallion stamp guarantee on a document but there is a list of items you need to…read moremake sure to bring with you depending on your reason for a medallion stamp. Unfortunately, I was missing one of the documents they wanted. Even if you have all the documents with you the process can take 30 min to 2 1/2 hours before you hear back regarding whether or not they will provide you a medallion stamp guarantee. The process goes to a department outside the branch. In comparison I went to my other bank which happens to be a credit union and got a medallion stamp within 15 min.

I visited the Bank of America, Lake Mary Branch, because my account had been scammed and I was very…read moreupset. Sheila Shaffer, representative, said "we'll take care of it, which immediately diffused my fears. She listened to my issue and guided me through each step of a best solution! I left the bank assured that my funds were protected and Sheila really cared about me as a customer. This kind of customer service is what attracts and keeps good customers. My issue was resolved efficiently due to Sheila's excellent customer service skills and banking knowledge!

This particular Chase is just off of the the highway and made for a great stop while I was heading…read moreback to Orlando from a day of business in Jacksonville. I have been a long-time customer of Chase. I was with Washington Mutual when Chase acquired Washington Mutual and just stayed with Chase. I travel a lot for work and have stopped at countless Chase locations. I have never had a negative experience and I can say that my experience at this particular Chase was an overall positive experience. Parking was not an issue and the staff here were friendly and professional. The bank itself has a pleasant ambiance and only added to my overall experience. I will give this particular Chase location five stars and it definitely earned my recommendation. As I said, I am a long-time client of Chase and overall, I have never had an issue with this financial institution.

Branch has lobby ATM and drive through ATM and banking. Sometimes the drive through ATM isn't…read moreworking or is out of money, so just park and go inside if that happens. Bank lines literally don't exist here. I've never waited more than a minute for help. The chase private client services officers are friendly and helpful. They can help you with investments at no charge. The CD rates aren't bad right now. The branch itself has never made a mistake in any of my transactions. I come here for printed checks since I don't buy checks anymore. It's $2 for one or for a whole page so you might as well get the whole page. There are 3 on a page. They called me to let me know that I had no beneficiaries on my account. I had no idea! So I went in to fix that. I didn't have an appointment but they took care of me within minutes. I was impressed. Otherwise, the chase app has a way to deposit checks and transfer money, so I don't have to go to the branch often. But they're here and they're friendly if I ever do need something.

Anthony and his team are the best. They are very knowledgeable, trustworthy, and all around nice…read morepeople. Anthony spent considerable time with my wife and I providing investing strategies, risk analysis and other tools that we could use prior to transacting any business. Now that we have invested with them the service is even better. We have two different investments with Safe Money Solutions and both are doing very well. Anthony and Brianna have both been very responsive whenever we have had questions or needed assistance with one of the accounts. I highly recommend Safe Money Solutions. Ed A.

From the owner: At Safe Money Solutions, we understand that retirees face many important decisions that can affect…read moretheir long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

We are grateful to Chuck and his team at Hidden Wealth for all they have done for us. Like many…read morepeople who invested in the 401K plan came the haunting realization how this was actually going to backfire on us come RMD time. We sought help from other financial advisors but always felt like we were given partial solutions, nothing comprehensive. But Hidden Wealth did. They gave us a plan to grow our wealth while mitigating taxes with options we didn't even know were available to us. The Hidden Wealth team has always been very responsive to our retirement inquiries and concerns. We have been with Chuck and team for a few years and can't say enough praise for what they have given us - peace of mind and a direction.

From the owner: The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts…read moreincluding 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can take advantage of tax breaks.