Lafayette State Bank - Live Oak (FL)

Lorna Seid They were very polite very helpful definitely like to see you have a good retirement and help you grow your assets

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Timothy Eldridge Very impressed with the quality of the work. Had been doing business with HR Block For about 16 yrs. Going to be a long term customer from here on.

Jessie Judge We had a great experience with Fidelity. They were patient and professional and made the process very easy for us as sellers. We will absolutely use them again in the future and highly recommend them to others.

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.

Christina Williams Tried to scam us using this number. Its a valid Truist number but the REAL customer service confirmed no calls were made today to us from this number. Had us download an app. Got into our banking and asked us to transfer 2k to Cash App. I immediately started shaking as I realized he had all our banking information and was a SCAMMER. I called the REAL Truist and theyre freezing the account to investigate fraud. Be very careful. All of this started with a call to fix a Facebook issue. Keep your head in the game. These scammers are out thick and trick you easily.