Edward Jones - Financial Advisor: Jeff Roth - Avon Park (FL)

Mia Tramontana Working with Peter and the Keystone Financial Planning team has been an absolute pleasure! Peters expertise and professionalism are second to none, and he genuinely cares about delivering the best. Visiting the office is always such a welcoming experience—Krystal is always so kind and helpful. If youre looking for a team you can trust to prioritize your financial well-being, I highly recommend reaching out to Peter Pastman at KFP.

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Don Weiss A customer since 99, I have noticed longer drive thru lines recently and what appears to be fewer employees. As far as service, I never had a problem, and everyone was always kind. (Update:) Recently I needed help with another matter and Jeffrey, Mgr., was more than happy to assist me.

Nicoli Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.

Luisa Braga Confio muito e indico a Tb Financial a todos!

George Mallory I’m incredibly grateful to Richard for helping make my home purchase possible. While the process of buying a home can be complex, my lending team stepped up when it mattered most and ensured everything came together smoothly. There were moments where timing was critical, and my loan officer really delivered—communicating clearly, coordinating with the right people, and making sure every detail was handled. Their efforts were a key part of what kept the deal on track, especially during the final stages. Thanks to their dedication and follow-through, I was able to close on the home I wanted. I truly appreciate their professionalism and support, and I would recommend them to anyone looking for a team that gets results when it counts.

Mark Hoffman Sent a check from the home office. Accepted the offer. Was solicited to come to “Customer appreciation days” where I could supposedly refinance my loan and get some Christmas cash DENIED. Branch told me I would never quality for that amount in their branch Whose running this business? The home office or the branch? Wasted 4 hours traveling from Bonifay and 2 of those hours for them to check my credit Wondering if I will qualify for a refinance or another loan ever at this branch Paying $72 a month, it’s hard but it’s paid on time.