Financial Consultants & Investments, Inc. - Miami (FL)

lonnie ellis My wife and I went in to open a new account with a little scepticism. Thought there was going to be issues. Everything went very smooth, and we even had our debit cards in hand before we left. Awesome bank.

Pastor Brad Wickersheim A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Sheldeen Saint Filus Miss boss lady got me right under three days, I’m so excited I found her, she is amazing and very soft spoken and never in a rush! I told my family about her and they all going to her this month! Thank you again to Millers!❤️

Anand Desai Mark Payne and the office manager Sandy are great. Sandy is always pleasant on the phone and Mark is always a gentleman and gives me straight answers and honest suggestions about my investment options. Great people!

Michael Verrochi I had a very good experience with Bay Equity Home Loans. Their staff is very professional and efficient. Communications are excellent and I highly recommend.

Chase C. Smith When I was planning to start my own business, I thoroughly vetted numerous BDs & RIAs to affiliate with. Im so happy I went with IFP! They presented the best combination of personal service, technology, pricing, and industry experience. After working with them for several months now, I can confirm they are able to deliver what they promised. They provide the back-office support I need to run my operations without dictating every detail of my business.