Musings ...

from a Twisted mind.

Sunday, April 17, 2011

Boutique Banking



I love shopping at exclusive personally owned boutiques.

I love buying fresh produce from local farmers.

So, the next logical step for me is a local bank.  And better yet, an institution that defines itself as a boutique bank!  Right up my allee'.

Lydian Bank & Trust is a private bank located in Florida, offering two branches in Palm Beach County.  They provide wealth management services, investment counseling, estate planning along with checking & savings accounts (for folks such as myself).  Their offices and employees are professional, sophisticated and provide exceptional financial advice.

But most importantly of all, they offer individualized customer service.  When I enter the branch to make a deposit, I am greeted with a warm smile and addressed by my name.  If I prefer, I can mail my deposits in the prepaid postage envelopes provided to me when I opened my account.  How cool is that?

The best part, when I call, the professional that answers the phone is most likely the one who opened my account or who makes my deposits or even the assistant vice president!  I've also established an email relationship in the event I need assistance when traveling internationally.

For now, it doesn't get much better and I'm looking forward to requiring their wealth management services ... thank you Betsy, Amanda Rose and Robin.  I'm tickled pink!