Hoffman Private Wealth Group - Clearwater (FL)

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.

Paulo Campesi Nautilus Financial Group team are very knowledgeable and great on what they do. If you are looking for the best Financial Services around, please call Nick Ferrara at Nautilus Financial Group, I highly recommend them!

Gemechis Tolu I recently visited Trust Bank in Gainesville and experienced a disappointing level of customer service from one of their employees. Despite maintaining a polite demeanor, I was met with condescension by a larger Caucasian woman, who seemed displeased that I hadnt emailed ahead regarding a $400 petty cash withdrawal. This encounter left me feeling belittled and disrespected. While I have left a 5-star rating as I dont wish to negatively impact the banks overall rating, I believe its important for management to address this issue. I suggest providing anger management training and perhaps considering a role better suited to her strengths. Thank you for your attention to this matter.

Jocelyn Mathis They are a great sister credit union,...they make me feel like I am at my home credit union with a smile,,...thank you PCU!

Thaddeus Edwards Great place awesome staff and I havent been late yet. Never have I ever heard of a bus line that will drop you off right in front of your destination, I mean literally dropped me off at my front door!!!! Citrus county transit rocks!!!!!!.

Suzanne Wright Greg Mills is a man of integrity and will be an asset to you. He can help you plan, adjust, and make progress with your investment and retirement goals. Friendly and professional, hes been a blessing to me for the last decade or more!