David Thompson - Financial Advisor, Ameriprise Financial Services, LLC - Largo (FL)

sherry anderson It is easy to find my current balance. Leasha Flammio- Watson is an exceptional manager of my 401 K .

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Trelisha Knox They are the best to deal with!

OK OK The bank manager and assistant were incredibly welcoming and friendly! They were so professional and made everything easy to understand. Their clear communication was never pushy; they took their time to explain everything patiently. I am very satisfied and truly enjoyed opening my account. It was a wonderful experience! Ms. Suri was such a pleasure to talk to! She helped me open my account and was very professional, polite, patient, and friendly. Thank you, Ms.M Suri. you are the best!

Jackie Besson Great financial people!

Bert Rosado We had the pleasure of Trisha helping us to get our address changed and provide us with a copy of a transaction for the DMV in FL. Great service with a smile.

This Mulch (NoneYa) I have been banking at the I Think Financial, Delaware FORT PIERCE branch for approximately 15 years. I’ve seen it go through many BANK names starting back at Oculina Bank, IBM/SECU, etc.. Everybody with this bank, and this Branch, I have known for years and they are wonderful people. I consider them family. I have used their services in many financial forms, including, but not limited to personal banking, savings, checking, money, markets, CDs, letters of credit, loans, financial investment advisory brokers, as well as business accounts. Wonderful experiences await you. They aim to take care of your needs. I am a firm believer in small banking institutions. This is my primary pick.

Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here