Treasure Coast Wealth - Stuart (FL)

Jake Bursk Ive known Harrison for over 5 years and have been a client of his for quite a while now. I couldnt be more impressed with how professional and dependable he has become in his role as an advisor. He took the time to understand my financial situation and created a plan that was specific to my goals. He genuinely wants to see his clients do well and is passionate about the work he does. He is knowledgeable, creative, and a great friend. Im very happy to be working with Harrison as my advisor!

fuRIAcRISToFERUsA Their costumer service is not what you expect when u call a bank, you have to know this is not a regular bank but the costumer service also expect you to know how they bank.. bot very helpful to call them on the phone and is really hard to try to open a account here

Amanda Johnson Sherree Walker was so helpful. I have had issues with my credit being low, but she went above and beyond her "job" and helped me raise my credit score SUBSTANTIALLY. Now, she has helped me get a great car at a great percentage rate. I will definitely go back to Champions First because of people like her...who actually care about a person and not their credit score or financial portfolio. Thank you so much Sherree!

Leah Thompson I was in today to get approved for a credit card and Megan Wiseman greeted me and helped me through the whole process and was super helpful. Every time I come into Community first I am always welcomed by kind and friendly employees and I have never had any problems where they couldn’t be resolved. I would recommend Community first to anyone looking for a reliable and friendly bank.

Julie Rogers-Martin Jag helped us set up our business plan for managing our multiple properties.When we met with our accountant that year he said, “Whoever guided you through this knows what they are doing. Tell them: Well Done!!!” We highly recommend JAG Financial Services!

Delaney Mathews The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!

Heather Wheeler I have been so pleased with Cathy and her services for over 10 years!! She the best!!