42 min
The Value of Customer Service and Small Banks With David Anderson (Ep.16) The Retire Happy Podcast
-
- Investing
Not many people know about the options available to them when working with a smaller local bank compared to larger financial institutions.
In this episode, Jeremy Finger, CFP®, speaks with David Anderson, president and CEO from the Anderson Brothers Bank in Mullins, South Carolina. He talks about the differences between small banks and other larger banking institutions from a consumer perspective. They discuss the crazy interest environment and what David thinks might happen in the near future.
David discusses:
The crazy interest environment we’re currently dealing with and what might happen in the future Why retirees and business owners might prefer working with smaller banks The history of the Anderson Brothers Bank and how they have avoided being purchased by larger financial institutions The culture, community, mission, and values at Anderson Brothers Bank And more Connect with David Anderson:
843-464-6271 Anderson Brothers Bank LinkedIn: Anderson Brothers Bank LinkedIn: David Anderson Connect with Riverbend Wealth Management:
Riverbend Wealth Management 15 Minute Phone Appointment Linkedin: Jeremy Finger Facebook: Jeremy Finger Riverbend Wealth Management Twitter: Jeremy Finger About Our Guest:
David Anderson is the President and CEO at Anderson Brothers Bank. The Anderson Brothers Bank has been family owned since 1933 and David has worked there since the beginning of his career in 1979, for 43 years.
Not many people know about the options available to them when working with a smaller local bank compared to larger financial institutions.
In this episode, Jeremy Finger, CFP®, speaks with David Anderson, president and CEO from the Anderson Brothers Bank in Mullins, South Carolina. He talks about the differences between small banks and other larger banking institutions from a consumer perspective. They discuss the crazy interest environment and what David thinks might happen in the near future.
David discusses:
The crazy interest environment we’re currently dealing with and what might happen in the future Why retirees and business owners might prefer working with smaller banks The history of the Anderson Brothers Bank and how they have avoided being purchased by larger financial institutions The culture, community, mission, and values at Anderson Brothers Bank And more Connect with David Anderson:
843-464-6271 Anderson Brothers Bank LinkedIn: Anderson Brothers Bank LinkedIn: David Anderson Connect with Riverbend Wealth Management:
Riverbend Wealth Management 15 Minute Phone Appointment Linkedin: Jeremy Finger Facebook: Jeremy Finger Riverbend Wealth Management Twitter: Jeremy Finger About Our Guest:
David Anderson is the President and CEO at Anderson Brothers Bank. The Anderson Brothers Bank has been family owned since 1933 and David has worked there since the beginning of his career in 1979, for 43 years.
42 min