Truist - Boynton Beach (FL)

Fernande Deno Robert Rosen was very informative and helpful during our visit. He asked questions to help guide the discussion and plan for financial future.

Jennifer Lechner Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.

Dianne Welde I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde

Jessica McQuade Grafton Wealth Advisors is truly a gem in the world of financial planning. As a family-owned and operated firm, they exude a warmth and personal touch that is hard to find. From the moment you walk in, you feel like part of their family. They genuinely care about their clients, taking the time to listen, understand, and address your unique needs and goals. What stands out most is their ability to make you feel valued and heard. They approach every interaction with honesty, respect, and a deep commitment to doing what’s best for you. Their personalized strategies and thoughtful guidance have given me tremendous peace of mind, and I know I’m in the best hands possible. If you’re looking for a team that combines top-notch financial expertise with a family-first approach, Grafton Wealth Advisors is the one to trust. I can’t recommend them highly enough!

Mandy Lynn I stopped by the bank yesterday and tried to use the ATM, but it wasn’t working—and there was no sign saying it was out of order. I went through all the steps, waited forever to get my card back, and then finally got a message on the screen saying it wasn’t dispensing cash. Super frustrating. A simple “out of order” sign could’ve saved me (and probably others) a lot of time. Since the ATM didn’t work, I had to go inside. I do like this bank because it’s close to home and the staff is always nice when I go in, but they’re seriously understaffed. There was only one teller working both the front desk and the drive-thru, which doesn’t seem fair to her or the customers.

Emmy I I had a great experience with Northwestern Mutual Naples and the Managing Director, Jonathan Ramirez! Highly recommend!

JoAnn Roy Ed Hickey has provided financial services to my family members and myself for more than 20 years! His knowledge and expertise have served us well, and beyond our expectations. Ed is always available to answer questions and to consult with, and he has our complete trust and confidence. I highly recommend him for whatever your financial circumstances are. Also want to acknowledge Josie Edmonds who works along side Ed and has been a wonderful confidant!