Lincoln Financial Advisors - Boca Raton (FL)

Karen Love, love, love Tim and his team! He was so patient and took the time to explain every part of the process. I cannot say enough about how comfortable he made me feel from beginning to end. No question was silly. We looked at many houses and made offers on a few houses. He worked with us through it all.

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Skyy Tamelia Jeffery & Melissa were such a great help with helping set up & open my new account. The process was smooth and I couldn’t be happier with the help they provided to me today! First impressions are everything and they set the tone for great encounters to come in the near future! Thank you both so much!

Robert F Got that good insurance

Tony Olimpo Outstanding service with this branch. All the staff were very helpful. Special thanks to Manon

Michael Odom This place is actually one of the many historical places here in Crestview, FL! Used to be the public library named after Robert L.F. Sikes which he was a senator for Florida! and in 1995 I believe. Our community college in Niceville, FL needed more room and purchased it and started using it as part of the college campus which is now Northwest Florida State College.