A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

Norman Robbins ripped off my elderly father. Though nearing 90 years old and living on fixed…read moreincome, Norm Called him once a month for a double commission. Always something to sell and something to buy in the same call. And Mostly losers! Some stocks down 50-80%. Fraud. his license should be revoked. Do not give him your money!

Review of Summit Brokerage.. Norman Robbins did wrong by my…read morefather and I. we should have never switched from Wells Fargo. not only did we see a substantial decrease in dividends, but when I confronted Norman, he slammed down the phone, he HUNG UP ON ME. HE IS IN NEED OF SERIOUS ANGER MANAGEMENT !! his firm is located on 7807 Steeplechase Dr PBG. I am going to report him to the SEC. He even lost paperwork so as we could not receive our dividends. we had to resign and email back to his office. we originally signed the exact same document when we first met, however he running out the door and going on vacation. this was obviously more important than our business interest. if you want good investment service, I personally reccomend Wells Fargo and ask for Croft Meeker. He asks all the right questions pertaining to your needs and he is conservative. Norman placed us in some stocks which were not considered stable, though they paid a good dividend, the company was on shaky ground and not even rated. Norman is a smooth talking criminal who is not to be trusted. again, he slammed down the phone on me, that is about as professional as discussing finances with a toddler. may karma come around and take everything away from this con-artist. after confronting him on the phone about my first quarterly earnings (less than $3100.00 on 1mil dollars) again, he had the gumption to hang up on me. I will work diligently to spread the word he is a fraud and is probably skimming money off the top. he reminds me of a Bernie Madoff !! almost forgot, he charged us $1000.00 dollars to move our money to his firm. he stated those were transfer fees from the other bank. so I called Wells Fargo and they stated the fee was only $200.00 dollars. again proving Norman Robbins is a thief and a liar. dad and I met with a Well Fargo financial advisor to reinvest our monies with them. we revised our stock portfolio and he took the time to help us spread the risk. and he found highly questionable stocks that Norman Robbins put us in as the were not rated and put out a 10% return which is impossible in this day and age. eventually that stock will fold and we would have been out of a lot of money. Thus, Norman is a fraud and risk your money with unrated or B class stocks. He is a thief and a liar and will take advantage of you and invest your money in risky businesses. whereas WF will look at our selection and take it to their analyst to make sure our choices are safe and wise. WF will even send a representative to your home for your convenience. these guys are professionals 100% and will do everything to protect your investments. plus the broker is paid based on how well your assets perform. he only takes a small percentage on new purchases which is well deserved on their part. I had no idea how far Wells Fargo went to protect your investments. oh, if you don't make money, neither do they. thus if an unfortunate event occurs where your stock selection makes nothing, Wells Fargo takes no fees. Submit Brokerage take their fees even if you dont make money. if you are with Summit Brokerage, I highly recommend you seek another firm who has analyst to double check your decisions.

I've had the pleasure recently of working with leasing Agent Ms. Dawn Campbell and immediately she…read morewas very attentive too my situation and being able too offer her help. Amazing as all the multi tasking I was able too observe and she still managed too be personable and kind as well as very professional and patient with my situation. Awesome leasing property management!

My Dad and myself met with Walter Pacheco at the Deerfield branch to discuss a joint account …read more Walter was very helpful and knowledgable . He made the process very easy . This was a new experiece at this bank, and Walter made the transition very easy. I would recommend Walter and this Branch. I believe the Managers name was Eli who assisted and was also very helpful .

I've been an Amtrust customer for too many years to count. I started because it was where my…read moreparents banked. I have found that the service is superior and the bank clerks are extremely friendly and accommodating. I have never noticed an error in my account and the interest rates are competitive. I would definitely recommend for people looking for a new place to do their banking.

I would actually give this business zero stars; however there is not that option. I'm warning…read moreeveryone and anyone to stay away from the services associated with this business. My sisters and I invested in a project with the CEO, Mr. Bankston, and he ended up breaching the contract. Specifically, we invested a certain amount of money with a contract indicating a return on that money being paid monthly over the course of a six month duration of the contract. Mr. Bankston was very responsive during negotiation and prior to the money being invested; however when the first month came around and time for payment, he became very non-respondent and elusive. When he did respond, he indicated all kinds of excuses as to why he had not paid out on the contract as of yet. We are now weeks passed the first contractually agreed payout and Mr. Bankston is not returning calls, not giving updates or statuses of when payments will be received, and has in fact disappeared. We are now working to file complaints with the BBB's in several states where he is affiliated as well as have enlisted the assistance of several legal firms to address this issue with him as well as his alleged funding company of AutoNation. Stay away.

Best of the best people I've ever had the pleasure of working with. They have people that…read morespecialize in mortgages that connect you with realtors and he also try to hook you up with the best scenario for your individual home buying experience. They also have very good people to advise investing strategies. The people at this particular branch are always helpful. Great people here. They are second to none. That being said. Brick and mortar banks in general are falling behind as far as paying interest on savings, checking and CD's. And some require high minimum deposits and/or auto deposit of funds to maintain waved fees. On line banks and firms are attracting more and more people for their daily banking needs. The executives at CHASE need to address these issues if they intend to retain customer base.

I have been banking Chase for over 30 years. I've never had a problem…read more Everyone there is extremely professional and helpful. I absolutely recommend Chase to all my friends.

A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.