I got to Truist bank on Main st. at 12:45 knowing they closed at 1 but still hoping I had enough…read moretime to get an account made and be able to walk out with a debit card. Jill Rosenberg the branch leader took me at the desk and was checking to see if the person who would usually do this was available turns out he was busy with another customer. She immediately willingly took me to her office and did it herself staying an extra 20 minutes to make sure I got what I went there for when she didn't have to do that. I just appreciate how willingly she was was to help me.

Seth has done an exceptional job in helping my wife and I with our finances, and it has been a…read morepleasure to work with him for the past year. Seth has been nothing but positive. From the very first meeting, he demonstrated an impressive level of knowledge and expertise in the field of personal finance (and now he has his law degree too, which is a bonus!). He took the time to listen to our financial goals and priorities, and guided us along so that we could get to a place of better financial health. One of the things that we appreciated most about working with Seth is his ability to explain complex financial concepts in a clear and concise way. He is patient, thorough, and took the time to answer all of our questions. He also provided us with practical tips and advice that we could implement right away, which has paid dividends for our finances. For example, we were able to effectively budget for several big events throughout the year which made us feel that we were able to make the most of every dollar. Seth is consistently professional and courteous, and we felt very comfortable working with him. He is very responsive to our emails and phone calls, and we always felt like we were a priority. To that end, he reached out to us on a regular monthly basis to make sure we have everything we need from him. We've so enjoyed working with Seth that we now continue to meet with him on a quarterly basis to ensure further financial well-being. We highly recommend Seth to anyone who is looking for guidance and support in managing their finances. He's a true professional, and his expertise and dedication to his clients makes him an invaluable asset to anyone seeking to improve their financial well-being. He has lived out the financial coaching/advice that he dishes out and models the hard work that is takes to get to places of better financial health. Thank you Seth for all your help!

Seth is great. He has really helped me in so many ways. He was always there for me when I needed…read morehim for a call, a text, a check-in or whatever I needed. He is very kind. He also helped me see things from a different perspective which is huge for me. I no longer use credit cards because of Seth's help!!!