I have been SO disappointed by this financial institution. I started off with one branch....on the West Coast. One day I received a notice saying "We've decided you would be better served at another division." Noone contacted me personally. I had been with this company for a few years....handled by a partner who retired. I stayed with the new branch because the pandemic hit...and I thought it was a bad time to make a change. I just e-mailed my financial advisor....and the e-mail was returned. Apparently...he left at the end of the year. I was NOT notified. Clearly....customer service and/or satisfaction is totally irrelevant. And this is NOT an insubstantial amount of money. I'm disgusted.
