Capital Financial Management LLC - Hollywood (FL)

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Marc Sing Great location with great staff! Brian was so helpful and nice!

Marty Grinstead I love our Community Credit Union branch. Today was their 70th anniversary, and they celebrated by giving us goodies and ice cream!

lonnie ellis My wife and I went in to open a new account with a little scepticism. Thought there was going to be issues. Everything went very smooth, and we even had our debit cards in hand before we left. Awesome bank.

Kit Carlson Matt is very professional, knowledgeable, insightful and gets right to the point. He wasn’t hired for his personality, but rather for his expertise. Did an excellent job preparing our wills. Have recommended him to others.

Damon Alston No information at this time

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.