GTE Financial Credit Union - St. Petersburg (FL)

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.

Eric Epstein Tara and the folks at the Diane Banks agency were fantastic! I was nervous about moving to Florida, especially moving my boat to Florida permanently. I had heard so many horror stories. Tara’s expertise in boats, especially catamarans made it so easy for me. She answered all my questions, did all the paperwork, and coordinated with me what I needed to do. I still can’t believe she was able to make it so easy.

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

K M I have the utmost respect for this office and the wonderful people who work here they care about me and my investments! I feel like Im a member of their own family Mr. Crutchfield watches over my investments as if they were his own he keeps me informed on all of them either by a phone call or written letter. They came very highly recommended by an attorney of whom they also handle his investments. My money has grown since Ive hired them couldnt be happier!

Manuel Goberna Mr. Lydon is very knowledgeable, treat you like family, looks for his Clients best interest and call you at least once a month