TB Financial Services - Pompano Beach (FL)

Fernando Contreras I’ve been investing for many years, but I can honestly say that my experience with Stonebrook Wealth Partners has been exceptional. Their team provides a level of personalized service that’s hard to find these days. They took the time to understand my financial goals and have guided me with wisdom and care. I appreciate their transparency and the peace of mind they’ve given me about my investments. I highly recommend them to anyone looking for trustworthy financial advice.

Gustavo Antonioni Horrible customer service and bank does not take responsibility for stealing your money! I tried to withdraw money from their ATM last night - machine did not give me money but receipt confirmed my money was taken. I called today to speak with bank Manager Bill Reynolds and after they checked my withdrawal receipt transaction number they confirmed no money was issued and that I had to deal with this situation with my bank which is based in England as I ma here as a tourist. So not only did I not get cash last night because of their negligence I had to incur long distance charges today to have my bank resolve this . I find this to be a terrible oversight in taking responsibility for what is actually theft . NEVER USE THIS BANK!

Jim Leblanc Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!

Mark Hoffman Sent a check from the home office. Accepted the offer. Was solicited to come to “Customer appreciation days” where I could supposedly refinance my loan and get some Christmas cash DENIED. Branch told me I would never quality for that amount in their branch Whose running this business? The home office or the branch? Wasted 4 hours traveling from Bonifay and 2 of those hours for them to check my credit Wondering if I will qualify for a refinance or another loan ever at this branch Paying $72 a month, it’s hard but it’s paid on time.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

George K If you would like to work with a Real Pro then call Blake Now...if your project can be funded he will get it done...period!

APRIL SPAULDING I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I cant thank her enough for all she does.

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val

Kathleen Bartley This is Kathy. I’m a Trustco employee. We have some really great rates for mortgages and CD. Come on by and see me. And let me help you save some money.