Lakehouse Financial - Okeechobee (FL)

Anjie Coates Exceptionally helpful, and very quick to respond to clients needs. If you want an agent that knows you, and actually cares about helping you, this is the place for you. I cant say enough about how happy I am with them and their service. I highly recommend them. Youre not just a number, youre treated like a person and they want to help.

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.

Princess Mo You receive the best customer service at this bank in the whole Indian country. I went in everyone greeted me, I was helped by a young lady named Cindy. I need bank statements for some reason they’re not popping up in my app, as she’s working with customers she is printing out one year supply of bank statement for me. She knew it was going to take a while, she took my phone number. Said she’ll give me a call when she’s complete. In about an hour, I received the phone call supreme customer service. I love this Truist and this location only.!! Cindy thanks

Jake Bursk Ive known Harrison for over 5 years and have been a client of his for quite a while now. I couldnt be more impressed with how professional and dependable he has become in his role as an advisor. He took the time to understand my financial situation and created a plan that was specific to my goals. He genuinely wants to see his clients do well and is passionate about the work he does. He is knowledgeable, creative, and a great friend. Im very happy to be working with Harrison as my advisor!

Sašo Luznar Very friendly staff and good service. Plenty of space to park too.