Praxis Financial Partners - Key West (FL)

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Joel Hynes Definitely my least favorite Truist bank location. Other Truists have always been a positive experience. However, at this one I was told that in order to withdraw a certain amount of cash, I had to wait for a branch manager, who was on lunch for 45 minutes. The teller (Francesca) also sighed and scolded me several times because I didnt want to pay for a cashiers check and was withdrawing cash which "is a hassle". She seemed annoyed that I wanted cash, and then I heard the wait 45 minutes line. I assume based on the reviews that after the wait I would probably be told by the manager that I just couldnt withdraw that today. Truist, do yourselves a favor and close this branch before they give a bad name to the entire brand. Or at the very least, completely overhaul the management and rework the branch culture. Until then, Ill stick with the branches that are better!

Mary Dana Joe Timm and his staff have been invaluable to us since we decided to retire. Joe’s guidance to help us set up and maintain a retirement account has served us very well for the last 11 years. We had very little idea of how to invest our retirement savings but by working with and learning from Joe, we are living a life that I never thought possible. We are forever thankful to Joe Timm and Edward Jones of LaBelle. Edwin and Mary A. Dana

Matthew Noel Continuously learning about different investment types/vehicles and understanding the importance of investing in different products early on in life to secure a better future. The professionals working here strive to get the best results at a low/reasonable price.

frank falcon Very grateful for the good service.

Larry Cripps Very easy to work with

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.