Coastal Wealth - West Palm Beach - West Palm Beach (FL)

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.

Randy Poulos My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.

Emma OMara We were referred to Michael Conticelli by a family member and have been extremely happy with his services! He is competent, friendly, and willing to answer any questions we have had. 100% will recommend to anyone who needs help with their taxes!

Leah Thompson I was in today to get approved for a credit card and Megan Wiseman greeted me and helped me through the whole process and was super helpful. Every time I come into Community first I am always welcomed by kind and friendly employees and I have never had any problems where they couldn’t be resolved. I would recommend Community first to anyone looking for a reliable and friendly bank.

Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.