David Cherry - TD Wealth Financial Advisor - Fort Pierce (FL)

Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!

Kaila brown Wouldn’t recommend . These people are rude and spiteful. I got a 2015 for fusion from them in 2023 , the car was fine. I never missed a payment was great customer . The beginning of 2025 started to have car issues so i just decided to trade the car in for something more up to date. Traded the car in for a 2018 Kia optima , 3 weeks after i got the optima i started to have issues the check engine light came on, i took it to auto zone and the computer showed it to be the pcm. I called my financial company which was greater financial and they had the towing company come pick the car up to take it to the garage .A couple days later they stated that they believe it was the throttle body (which they made me pay 300 for) so they replaced it but if i continued to have issues with the car i would have to get it towed to Kia. Cool. A week and a half later i begin to have more issues with the car, every single light came on in the Kia and my car wouldn’t come out of park. They came to get the car a day later and had it towed to Kia march 27th. Even kia could not figure out what the problem was. Which had to be related do the pcm ! Which the the garage knew it wasn’t the throttle body in the first place. Mind you i barely got to drive the car. Everytime i would call they would say they didn’t have a update and they would call back, never once did they callback i would always have to call them and when i did call they would say we haven’t a update and why didn’t you make your car payment yet? Lol. Who would make a payment on a car they couldn’t drive? Here it is May 15 2025 the car is still in terrible condition. They offered to let me trade the Kia in and get a new car but i would still owe on the Kia!!! I told them I think it would be my interest to just not take the car and let them keep the Kia. Within a few hours they had towing company come to Kia to get the car repossessed so i wouldn’t be able to get any of my belongings out of the car and that i would have to pay 150 to get my belongings out of the car. Now i have a repossession on my credit for a car that was in terrible condition before i got it.

NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.

Stroll St Pete Working with Thrive Financial Advisors is an absolute pleasure. Their dedication to clients is admirable and their knowledge of this industry is unmatched. They are always available to answer questions and consistently exceed expectations. We are beyond grateful for their partnership with our Stroll neighborhood magazines and are proud to write this recommendation

Alexander Ramirez I have been consistently impressed with the high level of professionalism and excellent customer service provided by Ocean Bank at the 790 W 49th S branch. The "staff" Ariana Reyes, Saheli Hernandez and others are always friendly, attentive, and willing to go above and beyond to ensure my banking needs are met. Whether I have a simple inquiry or a more complex issue, they are efficient, knowledgeable, and make the entire process smooth and hassle-free. I truly appreciate their commitment to customer satisfaction, and I highly recommend this branch for anyone seeking reliable and courteous service.

Nathan Hayes Matt has been so helpful, he went the extra mile to get us approved on the right car. Thank you so much!! Highly Recommended!! A+A+