Independent Financial Partners - Tampa (FL)

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Rosa E. Frometa Great service and very easy to set up.

elizabeth lowe Oh my gosh where to start. First I was met with Marilyn and then with Thaimy, they both are so awesome. Now lets talk about one main financial it was so easy getting a loan from them and emotionally help full. I would recommend them to everyone. If youre in need of a loan I recommend fully one main financial.

Bhavu Patel Very nice worker and people

Joana Goff I just wanted to give a huge thank you and shout out to Brittany and Catie for not only letting me know I left my phone at the bank, coming back and staying after hours to make sure I got it back that day. That could only happen in a small town and shows the values that these two ladies have and carry in to their jobs to make sure their customers are taken care of. Thank you ladies! You don’t know how appreciative I am!

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

MJ Delmoral I never knew buying our first home would be so stressful, but thankfully our realtor, Patty Pappaterra, recommended Josh and Olympus Financial to help us find the best deal possible. We had an amazing experience! As first-time homebuyers and both being freelancers, our mortgage situation was a bit more complex, but they handled it with expertise and care. They guided us through every step of the process and found us a great deal. What really stood out was their patience and willingness to explain everything clearly, no matter how many questions we had. It’s rare to find brokers like Josh who are so responsive and genuinely helpful. Highly recommend! Actually writing this review from my new home :)

Victoria Dean There were no ambiguous terms or hidden costs associated with the J H Finance company loan, in contrast to other lenders. I felt informed at every stage of the financing process, which was simple.

Shane Adams I called with an investment question and although I have not yet used Lyons Wealth Management as my advisors, Tom was more than helpful and answered several very detailed and complex questions. Ifthis is the service they give random potential customers, I have to give them a strong recommendation.