Coastal Wealth - Fort Lauderdale (FL)

Will Wightman Jeff was great to work with and helped us get over every hurdle to get the loans approved that we needed. Highly recommend!

LEANNE MURPHY Had a good experience at branch today. Heather Reed was very professional and helpful. I opened up an account today and she made the process easy. All the options were explained to me. She helped me set up my BOA app also. The facility was clean and well staffed. After I left I had a couple questions for Heather so I emailed her and she got back to me promptly.

Sylvia Wulf Before I even moved to Florida I researched local banks , specifically customer satisfaction ratings. Brannen got the highest ratings I could find. As soon as I arrived I opened an account and have never looked back, because no matter which branch I have visited the customer service is unfailingly friendly, helpful and reliable. They take care of their customers!

Tolicia Roberts By far best credit union I have ever had . I had the pleasure of working with Alicia . She was super reliable,friendly , knowledgeable, and fast. Customer service is beyond a 10/10.

Janet Scherbekow All good! David knows his stuff and so do his employees!

Francis Domínguez F. I had a great experience with Universe Financial Corp. As a first time home buyer, they made sure I understood the process, and answered any questions I had. I worked with Melody and she was just amazing!

Robert Caslen I’ve been with First Command almost 50 years and had numerous advisors - all very professional and competent. But they saved the best for last. Lilian Mesquita is outstanding. Knowledgeable, friendly, and an advisor with great character, she not only speaks these complex issues in a simplistic understandable way, but she is not pushy or boastful. She is a great professional and I’m fortunate after all these years to have the best of the best.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!