1st Financial, Inc. - Clearwater (FL)

Michael Morgan, Esquire I am very pleased with Capstan. I appreciate a firm that is proactive and actually manages accounts. I strongly recommend Capstan Financial.

Iesha Wehrley If your company offers Lincoln for benefits DO NOT TAKE IT!! They are problematic from the start. My situation my husband had take short term disability for shoulder tear & bone spurs. Something that requires minimum of 4-6 weeks. We provided the paper work plus updated paper work after he got of surgery that he had bigger tear than they initually saw on the MRI. So the Dr fixes the tear & updates the FMLA paper work. We updated & uploaded. Now we are at risk of not getting paid because they dont know how to do a job. Dont call back after several phone calls , As well icing on the cake the customer service treat you like your dumb.

BOB VIGNA Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.

Norbert Tuseo Good reputation

Bert Rosado We had the pleasure of Trisha helping us to get our address changed and provide us with a copy of a transaction for the DMV in FL. Great service with a smile.

Jamaal Gill Ali was a pleasure to work with I’ve needed insurance for a while but wasn’t sure how it worked and who is trustworthy but he made it so simple for me and found the perfect options for me. He’s responsive and friendly I recommend him to anyone who needs life insurance!

James Williams The staff is friendly, and take the time to remember you. They took the time to even help me fill out a credit card application. The best thing is if you lose your debit card you can just go to the bank and ask for a new one. It only takes about 10 minutes not the 5 - 10 business days that most banks make you wait.