Financial Designs - Miami (FL)

Tyler Travis What a horrible group of people. They’re ruining my business. They call 4-9 times a day and it makes me sick. Along with all the other spammers it’s getting out of control!!

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

Robert Brown We recently supported one of Bryce’s clients with a document signing and were impressed by his professionalism and clear communication. Always a pleasure partnering with those who value client care. We look forward to working together again!

Elizabeth Gonzalez Yasnery rodriguez, sonia Guzman, & maria marines were the best in helping me out! Amazing customer service and very helpful in the whole process. I will definitely be coming back to this advance america. Thank you so much!

cherri case Working with Rose is amazing. She is very attentive and always makes me feel important. She and the rest of team Ellisor, Trotta & Associates are very professional and welcoming. Rose calls to check on me all the time and I appreciate her thoughtfulness while I am going through a difficult transition in my life. Thank you Rose.

Louise Rothlein Excellent customer service and always willing to help! We wouldnt go anywhere else!

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.