Jeffrey Glassgold - TD Wealth Relationship Manager - Vero Beach (FL)

John Kosenski We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless

P J. My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley. Sincerely- Amanda Spector

Gemechis Tolu I recently visited Trust Bank in Gainesville and experienced a disappointing level of customer service from one of their employees. Despite maintaining a polite demeanor, I was met with condescension by a larger Caucasian woman, who seemed displeased that I hadnt emailed ahead regarding a $400 petty cash withdrawal. This encounter left me feeling belittled and disrespected. While I have left a 5-star rating as I dont wish to negatively impact the banks overall rating, I believe its important for management to address this issue. I suggest providing anger management training and perhaps considering a role better suited to her strengths. Thank you for your attention to this matter.

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!

Isabelle Speaks Today was a very amazing time with Tanya she was very helpful in explaining products and benefits. I really appreciated her helping me set up my account and exploring my goals. She helped me with a debit rewards card and a Christmas club account as well. I highly recommend Tanya

NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.