Thomas Financial - Tampa (FL)

Cheryl Hefferon Chris and Phyllis are knowledgeable, hardworking, trustworthy people. They have done an excellent job for us.

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.

Chri555 S I have worked with Adam Taylor for many years and followed him over when he started Taylor Financial. In the way past I was with other firms big and small and really never saw account growth or appreciation of any kind. Adam has provided me consistent growth, great advice, and helped me with kids accounts along the way. I highly recommend Adam and his carefully assembled team.

william tatum Supposed ceo goes on rampages on Facebook during election time which is embarrassing and quite honestly would not make me feel comfortable investing with this firm.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Sabrina Formia Really happy with the financing of my car! Excellent service, highly recommend.

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!