Beyer Wealth - Tampa (FL)

Christina Harger Ive been a long time customer and have had nothing but an amazing experience with springleaf. Dane is absolutely the best! She knows her business and she is quick and easy. In and out no hassle, just how I like it. Thanks again for many good years.

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Ellen Hencken Nelson Financial Planning deserves more than 5 stars. We’ve been fortunate to work with this amazing company for more than 2 decades. Their personalized customer service and attention to detail is always apparent with every interaction. We would HIGHLY recommend this wonderful company to anyone looking for investment guidance and retirement planning.

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.

Debbie Cool All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfortable I have felt with anyone in the past. You wont be sorry if you choose them.

Francisco González Very impressed with the level of service. It was already around closing time on a friday and representative from wealth management team explained to me and security guard that they have an atm around the corner with private lobby. ITM agent was able to assist me with my card issue and deposit. Thank you very much wealth team and ATM ITM rep for assisting before I travel home to Jax, FL.

Alex Vayslep I’ve worked with Wyn for a number of years. He’s been trustworthy, kind and given great advice through thick and thin. I appreciate his thoughtful , low pressure style .

Patricia Carroll I dont know what to say about the review with one star except that I own a business and have worked with Center State Bank in Dade City for 8 years now. They have been exceptional to work and I have a complicated transaction history. They are very personable and proficient. If you want to feel like a bank actually cares about you and your success, I cant think of a better bank, and I deal with about 20 banks on a regular basis.