Craig Jeffries Wealth Management Group, LLC - Stuart (FL)

Patrick Dwyer I am and have been a customer with Bank of America for a number of years now. Recently, I needed to conduct in person banking at the Bank of America location, located at 105 N. Congress Ave. in the city of Boynton Beach, Florida. At this location, I met with and spoke to the on-duty bank manager, Andrea Velasco. Miss Velasco was extremely polite and professional at all times during our interaction. Miss Velasco was also very knowledgeable and readily able to assist me with what I thought was a complex banking issue. The entire interaction lasted a short time and with Miss Velasco’s assistance, I was able to complete all of my necessary banking business at that time. It was a stress free and pleasurable experience. Patrick Dwyer

Alex DeMarco Neil is awesome and extremely helpful! He helped me understand all the steps necessary to plan for a stable future. I will be referring him to my family and friends as well!

Ramona Rivera Needed help with my auto withdrawal for rent. The ap. I had didn’t withdraw the right amount. Susan Hodo helped me with getting it set right. She has always been extremely helpful and is very knowledgeable with banking questions. She is professionable, efficient and always make everyone she deals with feel as though they are her only customers for the day. I trust her with my life! Because of her myself, my ex husband, and both my grown children and grand children use her and mid- Florida for all our banking needs. Thank you for having her on your team!!!

India Jaysi Oh my goodness prayed last night that the assistance would fall through, woke up this morning with an email that my utility bill was paid! Kenya was such a great help, she was very pleasant. And really helped me through this hard time. I applied online on a Friday and heard back from Kenya on Monday. She asked for some further information, and said she wanted to give me a fair shot for assistance . I’m so beyond thankful!

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Nancye Boyer April Whitehead is the best! She worked really hard to get us the best deal possible with our car loan and we greatly appreciate her dedication! Thank you!