Edward Jones - Financial Advisor: Thomas Frankel - Boca Raton (FL)

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!

Tashi Newland She Helped me get alot back on my taxes. And at a reasonable price

Elaine B There are many times when Cristian came to my rescue. Other than being professional and courteous, he really goes the distance for customers. One time, he came out to help me make a deposit at the ATM at the front, another time, he walked me through how to make a wire transfer. That’s why this is my favorite BOA branch!

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.

marisa woodworth Mrs. Roni Hayes has done my taxes for the past 5 years, and I will continue to use her for any tax/accounting needs. She is extremely approachable and easy to talk to. If you are looking for clear communication, prompt responses, and a dependable accountant, I highly recommend using Mrs. Hayes at Succentrix!

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!