Coastal Wealth - Tampa - Tampa (FL)

Nancy Demming Sherri was excellent! One main very customer oriented! I highly recommend them! It was the One Main on Bee Ridge in Sarasota, Fla

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

John S Ive been utilizing UFS for my portfolio for over 5 years. Both Lisa and Marissa have always been there to answer my questions and provide me with sound and beneficial financial advice along with wonderful investments tailored to my specific needs which have always appreciated in value. I highly recommend them for your financial needs.

Willow Grace Service with a smile and an investment advisor willing to go the extra mile.

ellen dunn My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.

Elaine Venturelli Id like to take a moment to share a wonderful experience I had today at the Boynton Beach branch. Upon entering the bank, I was warmly greeted by Siliana Senat Andre with a smile and a cheerful "How can I help you? " I needed assistance with several transactions and wasnt sure where to begin. Silinia patiently guided me through each step, clearly explaining the process and ensuring I felt confident and supported throughout. Thanks to her exceptional service, I left the bank a very happy customer. We need more people like Siliana in customer services roles - her professionalism, kindness, and dedication truly made a difference. Thank you, Siliana!

Bob Pittman So glad I found Bob. He took a lot of time to understand me and my needs. My family is.