Leesburg, VA Financial Planner

Very nice bank you dont feel rushed i went in and opened an account it was quick and easy

I was not aware of the $36 overdraft fee for a basic debit account. After overdrafting my account $18, I was then slapped with a $36 overdraft fee. I don’t appreciate b ... more

Horrific. Chris recommended investing in a specific mutual fund that lost all of its value. Chris is a real jerk. Stay away.

Horrific. Chris recommended investing in a specific mutual fund that lost all of its value. Chris is a real jerk. Stay away.

Hong Mowry is the best worker and professional, very competent and very friendly to customers .

I work with Trevor Ikewild at this office and he does a great job with my family's money. He always follows up when he says he will, and regularly checks in to let me kno ... more

Very knowledgeable, professional and friendly team at this office. They have been helping me for several years and have done a great job for me and always responsive whe ... more

Trustworthy-honest We have been doing business with Dean for a few years now, all positive experiences. Strongly recommend Lifetime.

Tony Nerantzis is the Principal, Branch Manager & Financial Advisor of this Raymond James office. Raymond James is one of the largest independent advisory firms in the U ... more

Excellent service

Great experience. I met with Matt Burns of Mitchell & Co. very professional, smart accountant and friendly too. I found him to be very knowledgeable and he gave me gre ... more

Love the team at Berg and Faircloth. Could not recommend them enough. Rick and Tiffany are exceptional. Thank you for all that you do.

Dropped off a check to be deposited in our account. They put the check aside and didn't take the appropriate steps to place those funds in the account. We were able to ... more