Financial Triangle, Inc. - Miami Beach (FL)

Meg The branch closest to me was swamped so I decided to drive to this one. I was a little hesitant due ti the reviews but they were actually super nice! Maybe it’s the morning shift, as I went at 10:30, but the employees were polite, knew the customers ahead of me by name, and were talking about thanksgiving plans. No issues here!

R Jenkins They know my name. And theyll learn yours too. Friendly, personable, and nice. And you never know when theyll surprise you with treats!

Viktoria Beggs Mike Agnello Financial Group,INC.is the Best ! Mike is the ultimate professional , knows the industry , Plus he is honest , caring and dedicated to his clients . I have been a very satisfied customer for 14 years .

Angelique Tripp I have worked with Walter since 2001. He is a great financial advisor and I would not want to work with anyone else. He is very consciences and always has a smile in his voice when I talk to him. Call him today he is amazing. My husband and I have life insurance policies with him.

Jinette Saez This is the WORST company EVER. I lost my job and requested a distribution back in May and still have not received it. They charged a $75 fee to process my request. On my last call I requested to speak with a supervisor because they want to charge me a $25 fee to stop and reissue the check, I was told by the representative that they didnt have anyone available so I would have to receive a call back in about 2 days. That was over 3 weeks ago and I NEVER received a call from them. Today I tried again and was told the same thing that a supervisor would call me back but when I said I didnt mind waiting the representative hung up on me. HORRIBLE service and none of them showed any empathy for the fact that I had lost my job, I was just another customer calling on the phone with an issue that they did not want to deal with or do the right thing for. DO NOT USE THIS COMPANY TO HANDLE ANYTHING FOR YOU. This company is not reliable or professional and they DO NOT CARE ABOUT PEOPLE.

Michael White Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.

Chandra Gabel Blake I love this bank! Everyone there is so nice and helpful they know me by name and Im only there twice a month. I would recommend this bank to everyone