Coastal Wealth - Clearwater - Clearwater (FL)

Abelardo Ramiro Your company has an excellent and helpful team.

Rosa Tipton Karen was very polite, knowledgeable and very helpful. Thank you so much.

BOB VIGNA Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.

Larry Peoples, Sr. The team at the Clearwater branch were outstanding. Eugene was professional, courteous, helpful and made sure my Wife and I were comfortable. Amanda assisted us with a Power of Attorney issue and was awesome. Corey then helped us at the counter with a transaction. Great people. Great place. Thanks very much!

Jayla Woodrum Anna Griffis does an amazing job taking care of my skin on a weekly basis. Always very atentive to my needs and what will work best for my acnic skin. She takes her time and makes me feel very comfortable and confident when we are done! I will continue to see her after she graduates!

Micheall Thomas I went to the Keys Federal Credit Union branch in Stock Island and had such a pleasant experience. The teller Frankie was so nice and helpful. Im handicap and she opened the door for me coming in and going out. She was so polite and friendly. I told her what I needed to do and she directed me to Ms. Rubi who also was friendly and polite. Rubi answered all my questions and was so sufficient. Before I knew it my business was complete. All with a smile.

Travis Licht Suntrust is the worst bank I’ve ever had to deal with. They are terrible assisting in business accounts, and definitely are not client friendly. Suntrust gives no explanation for procedures they implement pertaining to the money in your account (withdraws, deposits, checks, holds, etc). If you prefer to work with a bank that’s not a constant headache I’d recommend you take your money and business somewhere else.