Focus Partners Wealth - Boca Raton (FL)

Terry C We thoroughly enjoyed meeting Nikki and Sarah at a recent social security seminar that we attended. They had a lot of good information to share so I would suggest this for anyone who may be nearing retirement and has some questions. We met with Nikki today for a private consultation and we are looking forward to a planning session with her where we will talk about some more specifics.

Fabian Berru I love it

Linda Copeland Radiant Credit Union was a great place to open a new account. They took me step by step through some obstacles until we finally made it all work. Danielle was fantastic to work with.

Andrew Solomon Chris is by far one of my favorite people to work with in the industry. He really is one of a kind when it comes to doing right by the merchant and his partners. He is always available, and is very resourceful in finding the perfect match for his clients. He will not stop until both parties are happy and get the services they are looking for! Over the years Chris has become more than a business partner, I consider him a close friend and mentor with all his experience and resources he has accumulated over the years. Thank you for being you Chris, I wish i had more partners like Mr. Yates!!!

Robbin Taylor This has been my primary bank for almost 10 years but I’m about ready to switch to another credit union. This new update is terrible. I can’t send money to a new e-mail or phone number through Zelle until they approve it..that’s ridiculous. A few weeks ago they also printed my new debit card incorrectly and I could not set a pin or use it and had to come back in to get another printed… again this is my primary bank so I didn’t have access to my money for hours. You call and they make you wait hours for a call back to speak with their “debit card” department. I think I’ll be going over to Tyndall or Innovations due to all the technical issues this bank has and dumb security measures. Update: PCU reached out to me and corrected the issue. The customer service from Keith Herrick and Shannon Williams was great. I am now able to send money as I please without restrictions. Thank you again!