Align Wealth Management : Financial Planners, Wealth Retirement - St. Petersburg (FL)

Douglas McDaniel Very happy working with this corporation The owner has a big heart ! If you r looking to build credit or finance a car this is who you want to work with

William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.

Alejandro González This bank branch seems like an island of tranquility in the middle of the panorama of other entities of its type that one finds in Hialeah, where there are many banks full of people, with little staff and excessive lines that waste a lot of time. For some reason that I greatly celebrate in this place it is not like that, and I have been a customer for several years, there is no noise, the service is efficient, fast, I have never seen a bitter face or bad treatment with any of the people, the people seem to appreciate their work and are willing to make your experience as a customer truly pleasant. This is something that is not normal in banks and that the company should value greatly since it is what builds customer loyalty and makes them recommend the entity. Miro Nicholas, the girl who almost always assists me is a great example of what a branch employee should be towards customers, I appreciate that, and I congratulate her for it. ​

Rhonda Babcock and Palm Bay Road location: The people that work here are very nice. My ONLY complaint for this location is the ATM service. Many of us rely on the convenience of the ATM as we cant get to the bank during their regular operating hours, thats why ATM function is so vitally important for alot of us. I rely ALOT on the "deposit" function. Cant use it 80% of the time though if you get off later from your job. I had a conversation with one of the associates over the phone because it was very frustrating for me after numerous TRIPS trying to make a deposit later in the day. She stated that its because of businesses that do many night deposit "drops" which in turn, shuts down the "cash deposit function". It only allows "check" deposits at this point. One positive about their ATM function is (when its accessible), you can take out quite a bit of money in one transaction and the Lobby opens up for several hours on Saturday.

Time Truths Great people, with great service. Always looking out for you, finding the best rates.

Matt Balboni Working with Scott at Land Home Financial Services was amazing. He was there to help us through the entire process. Extremely easy to talk to and very good at making sure my wife and I understood everything. He was always available to answer any questions we had and trust me we had a lot! He was just a pleasure to deal with.