Family Wealth Planning Group of Raymond James, Tom LaMacchio & Nadia Keric CFP - Naples (FL)

Erin Shields You can only attend zoom meetings to get a hold of these people and if youre a few minutes late they will drop you off the waiting list right away and youll have to reschedule your appointment. Terrible service.

Crystal Plunkett Tax one is the best i love receiving their flyers every year to go do my taxes . Great reminders

Johanne Lugo This place treats you like family. Weve been their customers for almost 20 years. They are all absolutely amazing

Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.

dawn Eubanks Made an appointment through the website. Had a no show by the company. Contacted the corporate number to get help. The company sent an email to the Live Oak office and we have yet to be contacted in any form to get the taxes finished.

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val

Cassie Hoy Mr. Corey Sullivan helped me close an old checking account and open a new one- 10/10 will continue to utilize Truist and this particular branch for all my banking needs! He was kind and called me a couple times when pending autodrafts made it more complicated to finally close the old account. Grateful for his help figuring all that out!

Rachel A Garreau The bank team service e handles calls and visits an expedient manner. Very friendly and professional

Sebastian We have been banking with Suncoast Credit Union for over a decade so this is my third updated review (first was 5 stars, second when they moved locations was 3 stars, third is this review and they have indeed fixed the ATM outages from my last review) and Ive bumped it back up to 5 stars. Theyre great all around from having many great services and partnerships with genuinely good Arcadia and Govt support groups to the employees who do their job, but if youre trying to do something you should be able to do they will really try hard for you. I would have just bumped it up to 4 stars but the staff and speediness and helpfulness outside of banking on top of being a good credit union warrant 5 stars in my opinion. I dont think Ive had to wait more than 6 minutes to see someone even when its filled. And, cherry on top, they are lead by a great manager with good morals and stick-to-itiveness. She leads by example and I imagine thats why the employees are all so helpful. She does her due diligence, puts her heart into it and its very respectable; exactly the type of person youd want leading your credit union.

Ronald Laramee Good service and very reasonable