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

Sandra Wood Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didnt. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them!

E. B. Used the Money Gram service a long while ago. Not sure how many people do it in person compared to their online app that takes it directly out of your bank account. I imagine its helpful for folks that dont have bank accounts.

Heather Wheeler I have been so pleased with Cathy and her services for over 10 years!! She the best!!

Elba Estrella Peggy was very kind and professional with me, she helped me a lot with all my doubts and questions. I came because of a friend who told me about BFS and the service they gave me was so good that I referred my aunt and my son and I will continue to recommend more people.

Joanne Gigliotti Joanne at One Main in the Cocoa office is very profession and a wonderful lady to work with. She made everything seamless and fast. Thank You One Main for hiring excellent people like Joanne.

Justin Lizama Theres 2 ways of paying off debt using a debt snowball, one is with cash, the other is permanent life insurance. I trust Your Family Banks software to get me the info I need in rapid time. The road map gets clients on the path to a debt free future. When you can see the finish line, paying off debt is much more achievable.

Nancye Boyer April Whitehead is the best! She worked really hard to get us the best deal possible with our car loan and we greatly appreciate her dedication! Thank you!