Derek Ifasi, CF2, CSS, CFS, CRPC, APMA - Tampa (FL)

daniel vreman Getting in contact with SeaCoast Financial Partners was extremely helpful. Danny was able to explain and guide us toward exactly what fit our needs. He quickly picked up the phone, was very friendly and easy to talk to.

Angelstar Colon Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bonds etc. We know we are in great hands when it comes to our money and Elizabeths great knowledge of how to handle it. Thank you for everything. We have been blessed having you as our financial planner. If you are on the fence about having a financial planner go see Elizabeth and you will be happy you did.

Kat Castillo Great service, very professional.

Brendan Tate Most of the bad reviews are people that didnt qualify or didnt like the fact that they were given health insurance for free and needed more. This place is wonderful. The staff may come off a bit stern, but they have to be QUICK and they see SO MANY PEOPLE in a single day. They truly are wonderful people that work there, they are just busy! I will say that there can be long wait times (because, again, tons of people), so I HIGHLY SUGGEST setting an appointment for as early as you can get (I believe around 8AM) so you can get in quick.

Vipul Modha Kimber and his team at RE Financial Service have helped us for multiple property purchase and refinancing transactions, and its always a pleasure to work with them. Smooth deals for our financing needs with great rates and the team is always available for any questions. Well organized team.

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

wolfY _ Everything was quick and simple, very straight to the point and respectful. I thought the process was going to take longer since youre taking out a loan but I had my money just 20 minutes later! Amazing. Thank you.

Debbie Really appreciate this very educational program!