Truist - Bartow (FL)

Rose McCarter Julie has been doing our taxes for 10 yrs. She is thorough and detailed. I cant imagine anyone else taking care of us the way she has. They are really busy so I always get my documents to her as soon as I have them. Thank you for the great service Dale and Rose

Walter Maqueda Well, since 2016, everytime I had gone here to Live Oak DMV office, it has always been a pleasure, it really helps when you speak in a crisp clear voice, so as they can understand you best. regardless of how your day is , or what you have to get done, smile and be courteous. goes a long way. its always been quick there. especially if you have everything you need to help them do their job correctly. Be courteous, smile. and you will get it back. Remember, they are people too.

Marcelo Rizzo PFA sets the highest standards of professionalism and ethics when it comes to Accounting, Taxes and Financial Planning. Dan, Sheila, Lynne and Mark are the best resource for my business and personal financial planning.

Ron Trapp We are completely impressed with the home town banking, professionalism, personalized customer service and how this bank supports local businesses and the community partners program. We highly recommend First Federal for all your banking needs.

Angel Meeks, Realtor I’ve banked here for years and have been very satisfied with CCB. Most of the staff know be by name and are always friendly and professional.

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.