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

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

michael Lamb Called to talk to Jan for a quote for commercial insurance 2 different times and never heard back. Very disappointed!

Marcelo Rizzo PFA sets the highest standards of professionalism and ethics when it comes to Accounting, Taxes and Financial Planning. Dan, Sheila, Lynne and Mark are the best resource for my business and personal financial planning.

Rachel Johnston I recently refinanced my car through Gulf Winds with Tireak. I started banking with Gulf Winds since attending FSU. The process was so seamless and expeditious. Tireak was very knowledgeable and tentative throughout the whole process. Within one business day the refinance was done and I was just waiting on the payoff from my previous lender. I will definitely be using Gulf Winds and Tireak for any other loans in the future.

Shavada Jones I visited my local PNC Branch today to complete a verification process for my new account that I opened online. The branch banker, Ashley Gray, was amazing. She went above and beyond to assist me, ensuring I was verified and updating my information. Ashley also helped me confirm and change my user ID and password for online banking. Throughout the process, she thoroughly explained everything she was doing and why, which I greatly appreciated. Ashley also took the time to explain the banking products and the great features they offer. I was able to get a new debit card and set up my Zelle account, all thanks to her assistance. When I had difficulty coming up with a new user ID and password, she offered some excellent recommendations. Overall, Ashley was extremely professional, patient, knowledgeable, and helpful. I had a great experience, thanks to her exceptional service.

Thomas McBee Christine was incredible. She was able to help me set up a business checking account when I didn’t have a single clue. She was extremely patient and very knowledgeable. I feel like I’m in good hands. I’m very pleased.

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

Alejandro González This bank branch seems like an island of tranquility in the middle of the panorama of other entities of its type that one finds in Hialeah, where there are many banks full of people, with little staff and excessive lines that waste a lot of time. For some reason that I greatly celebrate in this place it is not like that, and I have been a customer for several years, there is no noise, the service is efficient, fast, I have never seen a bitter face or bad treatment with any of the people, the people seem to appreciate their work and are willing to make your experience as a customer truly pleasant. This is something that is not normal in banks and that the company should value greatly since it is what builds customer loyalty and makes them recommend the entity. Miro Nicholas, the girl who almost always assists me is a great example of what a branch employee should be towards customers, I appreciate that, and I congratulate her for it. ​