Elevate Financial Planning & Wealth Management - St. Petersburg (FL)

Pamela White Worst experience Ive ever had with a mortgage company! This company is a scam. You can not call the company in West Palm Beach

Jennie Spalti Helping people get their finances on track for retirement.

Timothy Haire Ive utilized their advisors for some time now. Very knowledgeable and always work for my best interest.

dahyana Perez Very thorough, very reliable and custom tailored service for each client. My Fiancée and I went came into the office for a loan and Mike the loan Rep was nothing but helpful and pleasent to work with. He reviewed all the contract with us and was knowledgeable when answering our questions. When in need of quick cash for an emergency I highly recommend them. Just make sure to pay back the principal as quickly as possible, similar to every other loaning institution. Overall great experience.

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Jeff Ruby You wont find a more honest man than JD Pellecchia. Ive known and worked with him for more than 10 years and I trust him implicitly. I recommend him to my friends and family because of his high level of integrity. He knows what he is doing and he is excellent at what he does.