The First - Monticello (FL)

Todd Swanson Excellent level of service at a reasonable fee. Our results have been superior with this highly ethical and professional organization

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.

Catherine Scheid Never more than 1 or 2 tellers, usually only 1 actually helping customers. So always a line to wait in. And no drive thru teller service available, which sucks if youre disabled... although there is a drive thru ATM . I would still rather have drive thru teller services available and slightly friendlier & more accommodating/helpful & knowledgeable staff at this branch.

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Azeez Ismailov I have big complaint to the Truist Bank. I’m truck driver in company CBA Logistics LLC since year 2020, and until today didn’t got my salary checks late. But, today my company’s representative notified me that my pay check can be delayed for two weeks, because their accounts was frozen by this bank’s crime department without any notice and explanation. This is ridiculous and I’m sure, that only Truist banks fault, because I know company where I’m working very well. I’m highly not recommend to do business with this bank. They blocking accounts without any notice and explaining. Now I’m late in my payments and schedules because of this banks big fault. Unprofessional and ridiculous.

Tanielle F One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Michael Rich By donating cars, boats and other personal property such as residential contents you re-purpose these items along with receiving your tax credits. We hired The St Lucie Appraisal Company from Fort Pierce, Florida to appraise the contents of our dads condominium which were then donated to United Way. We received an excellent appraisal and IRS forms from St Lucie Appraisal and both they and United Way were very prompt in getting their respective jobs done.