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

Kelly Brown Got an automated call from them soliciting. I have absolutely no business with them. And my number is listed on DNC DO NOT CALL LIST. I GUESS THEY BELIEVE LAWS DONT APPLY. BUT THEY DO.

Penny Phipps Bonefish was a great location and the staff very pleasant. They were a great partner for Strong Point Financial. The presentation was focused and unhurried. You were able to digest most that was said as numbers is not my thing. For a serious subject matter, Cory kept you attentive with his examples and the way he presented it. He made it clear he was not selling anything, and you did not get that feeling, only that you were being educated. So many things are left on the table when you are initially being set up for retirement and you are just told the basic.

Emma Blunk I came to this bank this morning in hopes to find a new bank. I just closed my account at my old bank today due to service and how confusing the accounts are. I was greeted with friendly faces and had Celest Cook help me. She was very kind and very informative and helpful. I told her my issues with my old bank and she reassured me that I will not have to worry about those issues at Regions. She got me to the right bank account I needed and even informed me about a credit building card that Ive been needing for so long now. She was greate and Ill make sure to ask for her anytime I come in or call.

Victor Montalvo Ben and Shane are surprisingly good at what they do! I recently attended one of their financial seminars and was floored! Im pretty well educated but they opened my eyes to so much and made it super simple to understand. Sitting with them one on one is equally as refreshing. They take their time explaining stuff and demonstrated genuine concern. Get your retirement and investments planning together with Ben or Shane at Financial Legacy Advisors.

Business Email This bank is the worst so far. Tammy Brown was my manager.Had my first check processed 10 days. Online transfers are unavailable. Zelle doesnt work. Cash app transfer was not approved by this bank and customer service is unavailable on weekends. Plus, another payment to the credit card was not available.DO NOT RECOMMEND. And those "specialists" may need a different jobs.

Denise Wright TOAMS is the best. They are professional and they let you know how your money is invested. They will walk you through anything that you do not know. They provide you with links on different topics and they are always willing to assist you. I just love this financial business. Call them and see for yourself.

Arlene Mensinga We have experienced the best retirement advisors around. We have had other financial companies, but none have shown us the honesty, kindness, and care that this group provides. Highly recommended! We feel comfortable and secure with our investments and long term care. Thanks you, Pinnacle!