Thrivent Financial - Lakeland (FL)

Wendy Compte Excellent, very professional service. Very friendly staff. I highly recommend them.

Matt Harris Caleb is an excellent man of great character. Have genuinely enjoyed getting to know him and work with him. I have high confidence that you can trust him to work in your best interest as well.

Fred Difruscio These folks do excellent work they’re very attentive and always answer the phone and answer questions when we ask. They respond promptly with our tax forms and other information. They have been my accountant for 45 years starting with Ellen‘s dad.

renee selph I recently had the pleasure of working with Shana at First Federal in Jasper, and I couldnt be more satisfied with the service provided. She demonstrated exceptional knowledge and professionalism throughout our interactions. Shana took the time to understand my financial needs and goals, offering tailored advice and solutions that were both effective and easy to understand. She made the entire process seamless and stress-free. I highly recommend Shana to anyone seeking expert financial guidance and support.

Mat C Great experience and easy process. Worked with Jenna. She was very knowledgeable and has great customer service experience. A++

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.

V K We have banked here for over 15 years! They are the nicest people at every location!!! I have been in many of their locations and everyone one of them greet you when you walk in the door. Of course I am partial to the one I use all the time on Barclay. It is a pleasure bank with them!!!!