Private Wealth Management | U.S. Bank
9105 Strada Place, Naples, FL 34108
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
9105 Strada Pl #3200, Naples, FL 34108, United States
About the Business
Private Wealth Management at U.S. Bank in Naples, Florida, is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including retirees, business owners, and corporate executives, to provide personalized advice and support. We believe in building strong relationships with our clients, understanding their unique stories, goals, and dreams on a human level. Additionally, we are committed to giving back to the community through charitable donations and volunteer work. Our services include investment and insurance products, retirement income planning, and family business succession strategies. Trust U.S. Bank to help you navigate your financial future with confidence and security.
Reviews
"Not a "branch". Grace was very helpful"
"Supposed to be open until 8pm, I arrived at 5:36pm and talked to a rude executive that pointed to the ATM and shut the door in my face."
"Very unprofessional; condescending, and rude. If you desire to be talked down to this is the place to go. I went to USbank seeking information about investing money I received from an inheritance. When I told them that I was planning to visit other investment firms before I made a decision, their attitude towards me changed. When I left and was waiting for the elevator, I was standing outside their doors, and could hear them talking about me in a not so nice way. When I told the other firms I had intended on speaking with other firms before I made a decision, they worked hard to sell themselves to me. USbank not so much. They began to treat me like a second-class citizen. It was only a $40,000 investment, but I took it to a firm that treated me like they wanted me. I would give them zero stars if it allowed me to."
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