Financial institution - Kissimmee (FL)

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!

Patricia Carroll I dont know what to say about the review with one star except that I own a business and have worked with Center State Bank in Dade City for 8 years now. They have been exceptional to work and I have a complicated transaction history. They are very personable and proficient. If you want to feel like a bank actually cares about you and your success, I cant think of a better bank, and I deal with about 20 banks on a regular basis.

Janet Deixler This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

Sean Barakett Robert Bosch has been my financial advisor since 2021... I wish I had started this sooner. He helps me plan out my finances, manage my money and invest smartly! Highly recommend