Truist - Palm Bay (FL)

Chase C. Smith When I was planning to start my own business, I thoroughly vetted numerous BDs & RIAs to affiliate with. Im so happy I went with IFP! They presented the best combination of personal service, technology, pricing, and industry experience. After working with them for several months now, I can confirm they are able to deliver what they promised. They provide the back-office support I need to run my operations without dictating every detail of my business.

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Marilyn Brady Just a quick review to say that I had the pleasure of working with Noel Siddall yesterday at the Okeechobee Branch. I seldom write a review, but made this exception as Noel was exceptional. She was refreshing to work with, in every aspect--from her quiet yet confident manner, to her knowledge of what needed to be done, to her consideration of my time. Noel was also able to clearly communicate what steps needed to be taken and in what order, etc., etc., etc. I could go on and on. She is someone who "has it all", and I see her as an extremely valuable asset to Seacoast Bank for years to come. She is POTENTIAL PLUS! So, while Im typing, I want to say that I have seen a very positive change in this branch, as every person I have worked with has been a "cut above"--just like the days past. I would name more names but there are 2 girls of whom I dont know their names and wouldnt want to leave them out. So, "kudos" to management for hiring and training these girls. Keep on with the upward momentum and congratulations!

Jaiden Kane Xavier was extremely professional and timely! He helped us buy our first home with no struggle and really made the process as stress free as possible. His communication was fantastic and he was highly reliable.

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Maria Burch They were awesome James was the one I dealt with he had a tremendous amount of patience and knowledge and it was a total pleasure

Bruce R This is a Great Credit Union! We love this place and highly recommend it to everyone in the area. We have worked with Tammy and Erica, both have been very polite, professional and helpful. The tellers are also personable. There are 4 branches in the area. Thanks for a great credit union to bank at.

isabelle mertin Ogden Wealth has been a life-saver for me. Michelle Ogden always makes sure that I know exactly what is happening with my money and answers any questions that I may have, no problem. Everything is easily accessible with the platform that they use. All the employees are so lovely and they have all taken really great care of me and my money goals since I’ve been a client of theirs. I would recommend them to anyone who is looking for a trustworthy financial company.