Hoffman Private Wealth Group - Clearwater (FL)

Tiffany Roberts Their very friendly and supportive. They do make you feel like family and they’re quickly to help you in need. This Madison Wells Fargo Bank is one of the top tier banks of the south region. Although I still have to agree with some more ppl in the comments. They need a Wells Fargo Bank within the city limits of Valdosta Ga. Most of their customers are from here. They do have a Wells Fargo Adivsory place here but for what that should have been the bank itself. Other than that ppl it’s a very good bank to do business with 100%. Love their customer service!!!!!

Helen My husband I were looking for someone new about 6 years back. We attended several dinner presentations and were quite pleased with The presentation. For some reason, it clicked with us. We had an in person meeting scheduled later to review planning and goals for our retirement future. I can honestly say we are very happy with the group and our financial returns. We get updates by email with general information, especially how the market is performing and thoughts ahead, and it is environment as we have today with the ups and downs. We feel very secure and comfortable with how HD MONEY has us invested. Highly recommend them.

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.

Katia Franhani We have no words to thank our loan officer Luis Sousa Lazaballet enough! He was amazing from beginning to end, helping and guiding us throughout the process with kindness and patience! We highly recommend Luis and SELF!! Thank you so very much, Luis!

Dan Fantin Maria was very professional and had great customer service. I really appreciate the help she gave me!

Scott Segreto I’m a real estate agent here in Tampa and I recently had the pleasure of working on a transaction with Dana. I was the agent for the buyer. You could tell Dana was on top of everything from day one. He is professional, he is knowledgeable and he communicated throughout every step of the transaction. I enjoyed working with Dana so much, he is now helping me with refinancing one of my investment properties. He’s a great guy to work with and you know he’s gonna get you to the closing table. Thank you, Dana!

Rebecca austin I highly recommend Steve Kongelf & his team. They are so helpful, and they took the time to make sure I was informed and comfortable with the entire process. Im excited to have them help me take the steps towards financial freedom!!

Amanda Johnson Sherree Walker was so helpful. I have had issues with my credit being low, but she went above and beyond her "job" and helped me raise my credit score SUBSTANTIALLY. Now, she has helped me get a great car at a great percentage rate. I will definitely go back to Champions First because of people like her...who actually care about a person and not their credit score or financial portfolio. Thank you so much Sherree!