Coastal Financial Partners - Clearwater (FL)

Angel Connell Absolutely wonderful financial literacy program for students! The added technology piece makes it even more fun and engaging for them!

Michelle Carter After working with a financial planner in Ohio for over 20 years, I wanted to find a local company to manage my assets. The Wynn Group were highly recommended for my financial needs. They are patient and will explain as many times as needed to make sure that I clearly understand the wealth management plan that has been recommended for me. I highly recommend these brilliant financial planners.

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. ​

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!

Tracy Kerby Wonderful service!

Joshua Davis Working with Caitlin Spradley at the Lake City Vystar has been such a pleasure! She’s got such great energy and is amazing at her job! So helpful, friendly, knowledgeable, responsive, and understanding. I would highly recommend working with her at the Lake City branch.