Truist - Pompano Beach (FL)

Erin Morris Rachel is fantastic!! Makes everything easy to understand, is extremely helpful, and friendly! Highly recommend giving her a call or paying her a visit!

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

Rodney Anthony As a client of Wealth Advisory Group ( WAG ), this company, run by Robert Wayland, has been helpful and considerate to my efforts to learn about financial responsibility and to make wise choices in the investments that are presented. WAG has been extremely professional in all the years I have been associated with them and I am happy to have the peace of mind when it comes to investing in complicated financial decisions. I would recommend giving WAG a call , and talk to Rob Wayland, to consider getting maximum benefit out of your financial investments for years to come…

Audrey Switalski My mom has been working with Tory for some time now. I’ve seen firsthand how much peace of mind he’s brought to her financial life. He’s been incredibly patient, clear and attentive-taking time to make sure she fully understands her options and feels confident in her decisions. I truly appreciate the support he’s provided and would highly recommend to anyone looking for a compassionate & knowledge advisor, especially for aging parents who need trusted guidance.

Loretta Duitsmann Justin is very knowledgeable and will do whatever it takes to find the cheapest insurance. Ive referred a couple friends to him and they are also very pleased.

Selena McCoy Very helpful and knowledgeable. Willing to go out of her way to get the job done. Does a great job not because we are here clients but she has a big heart. So blessed to have have the best team. Mrs. Christy Mathis and Mrs. Catriese Johnson

Bonnie Stempel Now retired, we used their tax services for our business for over 30 years. Always a pleasure! Honest, efficient, fast, respectful, & friendly. Like visiting family every year!

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Rachel Johnston I recently refinanced my car through Gulf Winds with Tireak. I started banking with Gulf Winds since attending FSU. The process was so seamless and expeditious. Tireak was very knowledgeable and tentative throughout the whole process. Within one business day the refinance was done and I was just waiting on the payoff from my previous lender. I will definitely be using Gulf Winds and Tireak for any other loans in the future.

Anchor Dental David Ghingher has gone the extra mile referring patients to us.