Ameriprise Financial - Clearwater (FL)

Trent Little Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!

Chandra Gabel Blake I love this bank! Everyone there is so nice and helpful they know me by name and Im only there twice a month. I would recommend this bank to everyone

Jim sherry Caring professional and very knowledgeable group. Our family have worked with this staff for many years and they have taken great care of us. Always there for you. Jim

Haley Reed Its a great place to learn, the people are great, and the cafés food is amazing.

LOST Galleries Best in the business!!!

Suzanne Wright Greg Mills is a man of integrity and will be an asset to you. He can help you plan, adjust, and make progress with your investment and retirement goals. Friendly and professional, hes been a blessing to me for the last decade or more!