Edward Jones - Financial Advisor: Rob Thomas, CFP® - St. Augustine (FL)

Jeff Sabean I am a current client of the new Palm Beach office. The location is perfect as you can drive right up to the second floor and park right outside the door. They provide full service banking and Wealth Management. The interior is beautiful and the team is top notch. Highly recommended!

Joel Hynes Definitely my least favorite Truist bank location. Other Truists have always been a positive experience. However, at this one I was told that in order to withdraw a certain amount of cash, I had to wait for a branch manager, who was on lunch for 45 minutes. The teller (Francesca) also sighed and scolded me several times because I didnt want to pay for a cashiers check and was withdrawing cash which "is a hassle". She seemed annoyed that I wanted cash, and then I heard the wait 45 minutes line. I assume based on the reviews that after the wait I would probably be told by the manager that I just couldnt withdraw that today. Truist, do yourselves a favor and close this branch before they give a bad name to the entire brand. Or at the very least, completely overhaul the management and rework the branch culture. Until then, Ill stick with the branches that are better!

Schwam-Wilcox & Associates * What a great group! I literally trust them with my life! Tiffany King made obtaining life insurance the easiest process... thank you for protecting my family.... I recommend Tiffany and her team to everyone!

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Joann Ball I have been using Helen for a few years now, she very professional, always available to answer questions. I would highly recommend her to anyone needing tax services.

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

Ed Stephan My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Patrice Merritt Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial management look like.