Diversified Financial Services of Charlotte County, LLC - Pt Charlotte (FL)

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Cat Thomas Michael has done my taxes for the past 2 years and has done an excellent job! He also did all of the filing for my small business. He has gone above and beyond in terms of helping me keep everything straight. I highly recommend his services.

Eder Charry It is a company that is always at the forefront, serious and responsible with its clients and related parties.

Dave Kane Karen and Chris were/are extremely professional AND customer-centric!!! Thank you both! DK

Adam Nancy Rosario is amazing! She is so helpful, knowledgeable, fast, efficient and kind. Ive been a customer for 27 years. She has been amazing for the whole time she has been at my branch in lake mary.

Elizabeth Golightly Werth My family has been using Rick Tonkinson for over 40 years. They always took care of my father and now my finances feel secure in their hands.

Desiree Carr THE WORST BANK TO DEAL WITH! LONNIE OVER IN DADE CITY IS SHADY! THIS BANK WILL NO COVER YOU ,YET CHARGE YOUR ACCOUNT OVER AND OVER WITH 35.00 fees each time!!!! RUN AWAY FROM THIS BANK!!!