Bradenton Financial Center - Bradenton (FL)

Nick Conte Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida. Nick Conte

Larry Grisham been a member for 43 years...never had this this kind of bad treatment by an EFCU staff member. we usually deal with Eglin or South Crestview branches n occasionally the FWB HQ. the staff member at North Crestview was rude, gave out bad information on two areas n continued to be rude as I walked out. this was frustrating. seem to be making up stuff as she went. wasnt professional n top it off she was training a new person. this happened a week ago on 2 May. want going write a review...suggestion that she gets RETRAINED. of she does bad behavior to one customer its possible she has done it before and will possible do it again...it could already be a bad pattern. lets hope not. I will never use NORTH CRESTVIEW EFCU AGAIN. if she is in other branches I will ask for the supervisor n have someone else with my issues. very dissatisfied with EFCU, right now. one bad apple does effect the company, customers n the community. hope something is done about this person. retraining is highly recommended. she needs help.

susan doolittle Danielle has been our financial advisor for over 10 years. Finding someone who really cared about our life as we were approaching retirement was very important. We also wanted someone we could trust and had our beat interest in mind. We found that in Danielle. We have recommended her to our family and friends we now live in Alabama and still stay with her and can call and zoom call with her anytime. She is always there for us. Thanks Danielle.

Tim Oliphant Ross and Teresa have been taking care of the taxes for our entire family over the course of several years now. We go back to the days of the old Hollywood Bread building together. We know that we can count on them to keep us on track with our scheduling, documentation requirements, quarterly filing when necessary, and extensions as needed. Ross has always been a savior to us, by keeping us in the know about any law changes over the years and has saved us a great deal of money that we otherwise would have missed out on with our returns. I plan on being a lifetime customer, because I know that I can have piece of mind and can count on Ross and Teresa to take great care us!

Rebecca Walton Very welcoming place with VERY pleasant staff!

Tammy Peterson I would highly recommend Murrel Winters. I finally feel like I have someone looking out for my best interest

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Linda Adams Ryan Adams is the best. I put my trust in him because I know him personally. I am amazed at what he has done for me. He does know his stuff.