Advanced Capital Management - St. Petersburg (FL)

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.

Carl Bill (Bill Carl Voiceover) Joel is not only an excellent financial advisor, hes a tremendous resource when it comes of related areas like estate planning and the ins and outs of starting and maintaining a business. Not only does he handle our accounts but that of relatives weve referred him to. Bottom line: Hes honest, candid and hes grown our money. End of story.

Joshua Zarandona Michael Ehlenbeck has built an excellent reputation as a true, knowledgeable professional.

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!

Nicholas Tomlinson Penny is someone you want in your corner. She is always so nice and eager to help. She gives the feeling like you are her only client.

Wade Lehman It was the most hassle free experience I have ever had concerning applying for a loan. In less than two hours from calling to having money in hand. A big thank you to our loan officer Tina Hart at the Milton Fl branch office, thanks to you I will always use your company for any future financial needs I may have.. !!!

Trent Welch Brent is an excellent financial adviser, he really wants to see you succeed!