Average User Rating:3 star rating based on 2 reviews.
Charlotte State Bank
Charlotte State Bank Locations|
1100 Tamiami Trail Port Charlotte, FL 33953 www.charlottestatebank.com  |
Charlotte State Bank is headquartered in Port Charlotte and is the 84th largest bank in the state of Florida. It is also the 2,384th largest bank in the nation. It was established in 1987 and as of March of 2013, it had grown to 80 employees at 5 locations. Charlotte State Bank has a 4-star health rating.
Charlotte State Bank Routing Number: 067013179
Data for Q1 2013
Institution Statistics
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Institution Health
Overall Score:
4 out of 5 
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TRUS DEPARTMENT NOT DOING THEIR JOB!!
- Anonymous - Wednesday, February 8, 2012 - 1:14 PMMy father died two years ago and his small estate has still not been finalized. There is an elective share filing and the Elective Share Inventory was erroneously overstated, doubling the actual assets. This is gross negligence by a fiduciary. The Bank has drug this out, racking up trustee fees and lawyer fees, unnecessarily. This should have been completed and disbursements made approximately ten months ago. Instead, by this delay, the widow was able to file for the max family allowance, further depleting the estate. The other beneficiaries, all out of state have had to hired counsel just to protect their interests and have the erroneous elective share inventory corrected. If my father had any idea of the mismanagement of his estate, I am sure he would have looked elsewhere!
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Nationwide Savings Accounts
Featured Accounts
CIT Bank
3-year Term IRA CD
1.21% APY
3-year Term IRA CD
1.21% APY
* All banks listed are a Member FDIC.
Happy Client
I have banked with Charlotte State Bank for over ten years. I moved to Sarasota County eight years ago and consider the forty mile drive, when necessary, more than worth it. In 2006 my elderly mother was terminally ill and I spent a great amount of time with her at the hospital. During one of the many emergencies in 2006 my insurance payment was due to come out of my account and I needed to make a deposit to cover it. I called the bank to explain that I was (again) at the emergency room with my mother and would be unable to make the deposit in time. A live customer service representative assured me making the deposit the next day would be fine and any over-draft fee would be waived.
I am grateful to have not just a bank but a bank where computers are there for my covenience and I can always reach a real live human being just as easily. I spend way too much of my life trying to navigate through automated phone systems. I am glad my bank isn't one of them!! Charlotte State Bank is my "home town bank" no matter which town I make my home in.
P. Confessore
Satisfied Customer