Cook and Phillips Financial Group, Inc. - St. Petersburg (FL)

Rebecca Davila This is the best credit union ever. It is a friendly staff you probably know by name. I have been there for years and they have been wonderful to me. Of course, that works both ways. They can be very busy but my mother taught me how to wait when necessary. ♥️

ADA Property Investments Since 2019, David at Lord Mortgage & Loan has been our go to guy here at ADA Property Investments, llc. Not only is he super knowledgeable but he is also a great communicator, making sure we know step by step what to expect and do during the home and investment purchasing process. He has closed several deals for us so far and we will surely continue to use his services in the future. Thank you David! Tiffany & Di

Jarrod Ordonez I have worked with Robert and his staff for the last 7 years. He is not only the ultimate professional but a wealth of knowledge. I would recommend to anyone in need of his services.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Frank Nathe I have worked with Til Sowdon for years. He has provided nothing less than exceptional service. Excellent advice, long term planning, appropriate investment products, follow-up, attention to detail, patient with explanations, and regular reviews. I have the utmost trust for Mr. Sowdon and Legacy Financial Advisors for placing my interests first and I highly recommend him.

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!

S R Most caring and professional staff. Lovely residents. Home for caring compassionate people.