AIB Financial Advisors Inc - Largo (FL)

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you

Timothy Haire Ive utilized their advisors for some time now. Very knowledgeable and always work for my best interest.

Norm Reynolds We highly recommend Security Financial Management. We have been with Mike Allen for many years. He has seen us through our working years and transitioned us into retirement. Mike and the team really take an interest in us as clients, communicate very well, and look our for our best interests. 5* communication with this group.

Danny Torivio Dont like how they do things. They at very friendly, and quick people, but I get paid every Friday and if I dont deposit my check by 9 it will not be on my account on Monday because they dont open on the weekend. I do like this bank, just not how they schedule things when you really need that bank the most I hope they will do something so I can still get my check on Saturday because I dont get off work on Fridays until 9 to 10 pm and I get my check in the afternoon while Im working

roy mulanda I lack confidence when it comes to financial issues…Some painful past experiences made me skeptical and I rarely have trust for companies who state that they operate having their customers’ best interests in mind. However, Harwood impressed me with its customer-centric approach and willingness to actually help. I’ve never looked for another company when it comes to managing my finances.

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.

Kim McLeod I’ve had the pleasure of working with Jeff LaBelle as my financial advisor, and the experience has been exceptional. Jeff is not only highly skilled in his field, but he also takes the time to really understand your personal financial goals. He created a tailored plan that has helped me make great progress with my investments and overall financial strategy. What sets Jeff apart is his commitment to clear communication. He breaks down complicated financial details so they’re easy to grasp and has always been quick to respond whenever I have questions. His professionalism and genuine care for his clients make him a standout advisor. For anyone seeking a reliable, knowledgeable, and client-focused financial advisor, I highly recommend Jeff LaBelle.

Angel Connell Absolutely wonderful financial literacy program for students! The added technology piece makes it even more fun and engaging for them!

sergio guerrero The worst financial institution with the worst products in addition to high interest rates, I have been paying a loan for 3 years, not even the pandemic has made me stop paying the installments, it is worth mentioning that within my installments I pay for insurance that they offer in case I have a medical problem, something happens and I cannot pay my installments because that day arrived, February 10, I had a stroke and I was in the hospital for a week and even so, I have not stopped paying February and March but already April it is becoming difficult for me to pay because I said I am going to collect the insurance, it turns out that I applied, I went to my doctor, he filled out the form with the information he had but some fields were left to fill out because it did not correspond to him but he did fill in the most important ones, such as the diagnosis, the date he gave me, the hospital where I was, the information of the therapies, etc., well, it turns out that they are attending to the fact that they did not put the day they disabled me and when until when I will be out of work, which seems stupid to me because if I had a stroke on February 10, since what day did I start the Disabled? And I dont know when Ill be discharged because the therapists are asking for six more weeks of therapy, and I have an appointment with the neurologist until June for a checkup. Theyre shameless. I spoke with an insurance representative, and it was agreed that they want that filled out, but the general practitioner cant fill out information from the hospital or the specialist. I have an appointment until June of this year. I told her I could send her the hospital documents, but they wont accept anything.