Keywords: establishment,finance,point_of_interest

Lisa Esteves-Dixon - Raymond James - Inverness (FL)

Address: 🏡 116 N Pine Ave, Inverness, FL 34450
Phone : +1 (352) 341-5831
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJx9TpLXZz6IgRhdQN92TaREY

Others Near Inverness,FL

Truist - Inverness
Truist
Bonnie Whitmire: If I could give 0 stars I would. SunTrust was great, then the merge happened. Bills didn’t get paid, hold times of over 2 hours and still didn’t get to talk to a human being. The bankers in the Inverness do not return calls or emails. Keith is rude and worthless, can’t even manage to do what he said he was going to do. If you ask for a supervisor’s contact information, they ignore the request. I closed my account because of all the issues and am still having issues after months of fighting with them. Worst bank ever and I have had some bad banks! It’s really a shame that SunTrust sold out.
Insight Credit Union - Inverness
Teresa Davis: They are the best. If I have had a problem they have fixed it immediately. I thank you for being there.
Capital City Bank - Inverness
Capital City Bank
Chloe Hicks: Awful. Awful. Awful. My husband and I went in yesterday to open another account. We have been account holders there for over 5 years, most of the tellers know us by name. We deposited a large amount into our bank account (about $5k) that we had been waiting to deposit for over 3 months because of issues with the business we took over. We were informed by the manager (Lucy) that it would be no problem to open the account then the following day withdraw OUR money from the account. Well my husband went in today to withdraw OUR hard earned money and the manager asked him if he planned on depositing anymore checks into the account and he responded by saying he wasnt sure. With that she decided to change her mind out of nowhere and immediately put a hold on the money for 9 days because she "didnt feel comfortable giving us the money". It is OUR money!? We break our backs in the hot sun everyday to make a living and now after multiple issues with the company we acquired we have to deal with this??!! Definitely an unhappy customer. The very DAY those funds become available we will be closing not only that account but our main business account weve had for years there because of the way we were treated. Suncoast credit union has always been wonderful to us and thats where we are headed. Thanks for nothing capital city. Sincerely, seriously ticked off customer.
Brannen Banks of Florida Inc - Inverness
Tracy: If I could put 0 stars I would give it to the manager and the woman at the window at the drive thru on 6/13/23 in the morning. I have to say I’ve never seen a bank like this, I see why the reviews are so bad, they’re correct. Run, take your money elsewhere, I am! Most unprofessional woman in the window and a manager standing next to her, wow, and they’re handling locals money. With this level of customer service I wonder the what the level of privacy is, I’m thinking everyone knows your business with these two manning the place. Never seen such disturbing behavior as I watched them embarrass a woman in the drive thru too! DO SOMETHING!
Edward Jones - Financial Advisor: Matt Witherow - Inverness
Citrus CPA LLC - Inverness
Carlee Ramos: My husband and I met with Ken for the first time for our taxes and business advice. He is very personable , knowledgeable and smart. We look forward to continue doing business with Ken for future taxes and business accountant. Thank you for the GREAT experience !!! Highly recommend Ken!!!
Edward Jones - Financial Advisor: Andrew Witherell, CFP® - Inverness
Integrity Tax & Bookkeeping Service, LLC - Inverness
Kate Clay: Incredibly helpful, timely, and knowledgeable. I was so nervous about my taxes this year and owing a ton but they found me so many credits and helped me find a refund! 10/10 would ABSOLUTELY recommend to anyone!
Nature Coast Financial Advisors, Inc - Crystal River
Dan Ossege: Gary and Scott and Melinda have done us right since we have had them. We told them what we wanted with our money and they have met or exceeded our expectations.
Alex Santillan - Inverness
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