Infinity Tax and Financial Planning - St. Petersburg (FL)

Suzanne Sessions Tucker was a huge help to me. He is very customer service oriented. A great employee to your establishment. This was my first time ever meeting him and y’all are honestly lucky to have such a great employee. Thank you, Tucker

K Great place to bank, friendly, helpful, professional

Dallas Jeanty-Berg I joined this bank solely because my office is in the same building for ease with simple transactions. In that time, their customer service has left me pleasantly surprised and barring unexpected personal needs, I will not bank anywhere else again. Marianela Valenzuela helped me open my account here. She was knowledgeable on all their products and as a result of her information I got a $300 promotion for switching my direct deposit over. Tracey Burrow (branch manager) is fantastic. Every time I’m here it seems like she knows most of her clients by name. I’ve even seen people drop by just to say hi and go about their day. Banking has seemed so impersonal for so long that I’m just grateful to have a positive experience to share. Special shoutout to Kory Gonzalez as well! Always helpful and accommodating and they are lucky to have him. Thanks BofA!!!

Shecara Jones Hanna and Jennifer had extremely great customer service today and every other time that I have had to visit the branch. They both were willing to do the extra mile.

Fernando Contreras I’ve been investing for many years, but I can honestly say that my experience with Stonebrook Wealth Partners has been exceptional. Their team provides a level of personalized service that’s hard to find these days. They took the time to understand my financial goals and have guided me with wisdom and care. I appreciate their transparency and the peace of mind they’ve given me about my investments. I highly recommend them to anyone looking for trustworthy financial advice.

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!