Coastal Financial Partners - Clearwater (FL)

Jessica McQuade Grafton Wealth Advisors is truly a gem in the world of financial planning. As a family-owned and operated firm, they exude a warmth and personal touch that is hard to find. From the moment you walk in, you feel like part of their family. They genuinely care about their clients, taking the time to listen, understand, and address your unique needs and goals. What stands out most is their ability to make you feel valued and heard. They approach every interaction with honesty, respect, and a deep commitment to doing what’s best for you. Their personalized strategies and thoughtful guidance have given me tremendous peace of mind, and I know I’m in the best hands possible. If you’re looking for a team that combines top-notch financial expertise with a family-first approach, Grafton Wealth Advisors is the one to trust. I can’t recommend them highly enough!

Thatgaltash This is the worst bank I have ever been to! I honestly called corporate before even walking out the door. George Wooten the branch “manager” needs to go home and never return. Seriously quit your job if you hate it so much cause you are the most miserable person to act the way you do. You don’t value your customers to give them one once of courtesy. He mocked me to my face and told me fine! I’ll help you since you were here first…Just the amount of scoffing and intentional disrespect is unacceptable!! This is the second incident with the men at Bank of America on Babcock! How do you even have a management title with that pompous arrogant nasty personality? This is enough to make me close my account and never come here again. DO NOT TAKE YOUR BUSINESS HERE!

James McFarland We have been clients of Premier Wealth Planning from its inception some 12+ years ago. They are a most professional firm and my wife and I recommend them without reservation. We have been working wih Evan Enisman since we started with Premier and find him to be extremely knowledgeable and highly professional in addressing all our needs and any concerns or questions we may have.

Bryce Rowe Barbara and Deana were awesome! Really easy loan process. Got my cash in minutes

Abby Cruz I’ve been filing with Marvin for 3 years Now and he is the best ! I was worried I wouldn’t be able to file with him this year as I moved out of state but I put all my info into the link he sent me and within an hour I got a call back saying I was good to go he also got me approved for an advance which I received the next day. Definitely recommend!

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.

eli reed The phone is never available