Hoffman Private Wealth Group - Clearwater (FL)

Joshua Worked with Steve and his team to buy our 1st house. Steve was extremely knowledgeable and patient, walking us through every part of the buying process. He was able to beat the other 4 lenders we were considering and tailor a mortgage that fit our finances. Dealing with Steve and his team was the best part of the buying process.

Katie McCollum Scott Cox at Manasota Insurance & Wealth Management was super helpful when my auto insurance was leaving Florida- he was proactive and let me know they were leaving, and found me new coverage. Not only that, but added coverage that I needed that I didn’t previously have, for the same price as I had been paying. He is very thorough and knowledgeable.

sharon poppell Great people

Calu Kimbo Everyone at this location is friendly and helpful. A special thank you to Karen who always takes the time to help me to navigate issues and to answer questions. The best thing is that it is always easy to get an actual human being on the phone. I moved most all of my banking to USB because the big bank I used has closed most of their centers, closed the drive through in the one local center that remains and it impossible to get a real person on the phone. Im very happy with USB