Flaharty Asset Management - Punta Gorda (FL)

Dave Kane Karen and Chris were/are extremely professional AND customer-centric!!! Thank you both! DK

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Kala Shiver The website says the money center is open until 11pm. We drove from Panama City to pick up a check & went in 3 minutes after 9pm & couldnt cash the check which left us with barely any gas & no money to get back home!!

Jenni Cruz I’ve been banking with Addition Financial since they were CFEFCU and I must say that the best service is at the 708 Vine Street location. Mr. Riccardo Larose always remembers his customers and greets them with a warm smile while offering helpful advice! Thank you

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Pat Jandacek My present bank does not have branches in the Tallahassee area and I am moving to Panacea in a few short weeks. I stopped at several banks but when I reached Prime Meridian I was very pleased with the reception and service I received. Personal checking and savings account were completed in the one visit though it required many phone calls and a long wait for Tara to get the information needed. She was patient, kind, and still able to acknowledge other patrons as they came in without disturbing our business. Its also a beautiful building and I have no doubt all service will be rendered with the same attitude toward the customer.

Business Email This bank is the worst so far. Tammy Brown was my manager.Had my first check processed 10 days. Online transfers are unavailable. Zelle doesnt work. Cash app transfer was not approved by this bank and customer service is unavailable on weekends. Plus, another payment to the credit card was not available.DO NOT RECOMMEND. And those "specialists" may need a different jobs.