Anchor Financial - Lake Mary (FL)

Christine Banta Very kind and explained everything so that I understood what I was doing with my money. Very important! I highly recommend.

Lea Ann Bird Mike is a fantastic advisor! He explains everything in laymans terms. I highly recommend him for your financial needs. He also has a wonderful, friendly staff!

Carol This is the best bank for customer service. I started at Chase and they would not help open an account. We walked in and they were so helpful. I have my daughter account at this Regions and they have been great with customer service. Tim was so helpful and so was the manager. They helped a young girl I am working with get on her feet by opening account when she is from out of state. Most banks will not give you the time of day. This one went above and beyond. I have my revolving line of credit through them and they have been great.

Ken D The tellers are nice, but this branch is useless. The team leader Magdi, Is useless. He has no authority to make any decisions yet will imply that he can help you. This bank is horrible. The back office can place holds on accounts. There is nothing the branch can do even though Magdi will tell you he will try to help. I would rather a cardboard cut out behind a desk, than to have a “person” with no authority lying to me with a pleasant tone.

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Tammy D Im very happy with Trustco Bank. I moved my accounts over from a larger bank and I always felt like they never knew who I was. When I walk into the Rinehart branch, Im always greeted by the same friendly faces and they all know me. If youre looking for a neighborhood bank, this branch is great!