David Searles - Raymond James - Pompano Beach (FL)

Jana Sircy Very friendly, courteous and professional team in this location. We enjoy the atmosphere and the welcoming hospitality from everyone at this branch.

Anderson Shantia “TIARENEE” Everything was explained very well and I greatly appreciate the information that was given to me very helpful to my family

Pippy McGuire This branch was very friendly and helpful. Cambria was so kind and helped me with all my banking needs quickly and efficiently!

Pangie Cokely Stacy Team 210 Excellent service and always get awesome service from this location. Everyone is so helpful with anything I need. You will love this location.

A K I have blocked their number, only to be called a dozen other times with various other numbers. I’ve called back, dialed nine to be removed, spoken to agents, and still continue to receive call after call after call. This company seems to think harassing people until they cave in and accept their services is best practice. It is not. If anything, I’m that much more likely to file a civil suit against them. The calls are unacceptable. From now on, I’ll call you back and waste your time walking me through your loans just to decline the offers after an hours time each and every single time you call me. Good luck. May the patience be with you.

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Theresa Hall Getting a loan in minutes in Winter Haven was exactly what I needed during a tight spot. The process was incredibly fast and I had the funds ready before the hour was up.

Jessica McQuade Grafton Wealth Advisors is truly a gem in the world of financial planning. As a family-owned and operated firm, they exude a warmth and personal touch that is hard to find. From the moment you walk in, you feel like part of their family. They genuinely care about their clients, taking the time to listen, understand, and address your unique needs and goals. What stands out most is their ability to make you feel valued and heard. They approach every interaction with honesty, respect, and a deep commitment to doing what’s best for you. Their personalized strategies and thoughtful guidance have given me tremendous peace of mind, and I know I’m in the best hands possible. If you’re looking for a team that combines top-notch financial expertise with a family-first approach, Grafton Wealth Advisors is the one to trust. I can’t recommend them highly enough!