Keywords: Financial csenge advisory group fl

Csenge Advisory Group - Clearwater (FL)

Address: 🏡 4755 E Bay Dr, Clearwater, FL 33764, USA
Phone : +1 (727) 437-6000
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ4y0VkKv6wogRpNf6jjeydpA
#Florida

Mortgage Financial Group Inc - Tavares

William Reyes I had a great experience working with Mr. Greg Godin and his group during the purchase of my home. They were very professional, knowledgeable, and made the entire loan process smooth and stress-free. What I appreciated most was how timely and efficient he was—every step was handled quickly, and I never had to worry about delays.
5 /5

Broad Reach Wealth Management - Sarasota

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.
5 /5

John Perry Insurance - LaBelle

Denise Walker Andria was very professional and helped me understand my policy. Was with All-state for over 30 years, now I am very happy to of moved my business to Nationwide with Perry insurance and Andria!
5 /5

Brannen Bank - Brooksville

Sylvia Wulf Before I even moved to Florida I researched local banks , specifically customer satisfaction ratings. Brannen got the highest ratings I could find. As soon as I arrived I opened an account and have never looked back, because no matter which branch I have visited the customer service is unfailingly friendly, helpful and reliable. They take care of their customers!
5 /5
edward jones  financial advisor: alisa s epperson aams® fl

Edward Jones - Financial Advisor: Alisa S Epperson, AAMS® - Lake City

John Baxter They do an Excellent job for me. Always friendly and helpful.
5 /5

Stuart Advisors - Raymond James - Stuart

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..
1 /5

Andy Andrews - Certified Financial Planner - Naples

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!
5 /5