Tampa Bay
Cumberland Trust
4.48
4.48
Overview
At Cumberland Trust, we work with families, individuals, investment advisors,CPAs, and estate planning attorneys to provide best-in-class independant trust and estate administration to help you plan, preserve, and protect your legacy for generations to come.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Photos & videos
Submit a review
Pricing
Quality
Overall
Submit a review
This financial service location, Cumberland Trust, has a solid overall presence. The building itself is located on a notable street, W Kennedy Blvd Boulevard, and is easily accessible by wheelchair. The restroom and parking lot are also wheelchair accessible. The staff seems to be knowledgeable and experienced, with a strong focus on helping families and individuals plan, preserve, and protect their legacy.However, communication and response tracking issues have been raised by clients. Specifically, there have been instances where requests for trust administration and supporting documents were not acknowledged or confirmed in a timely manner. This can lead to uncertainty and confusion. Separately, eligibility and authority to act can remain unresolved for a prolonged period, which can impact decision-making and accountability. Implementing a clear intake/triage process, providing written acknowledgments, and setting firm response timelines would likely greatly improve the service.
Own this business?
Categories
Financial Service
Contact business
1
ABOUT TampaBayTide
FOR BUSINESS