Jaffe Tilchin Wealth Management - Tampa (FL)

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful

Tree Bear Best investment advisor. Doubled my money in 3 years Basil Allison. Now running private hedge fund. Great investment Estate planning expert and tax planning on point

Thatgaltash This is the worst bank I have ever been to! I honestly called corporate before even walking out the door. George Wooten the branch “manager” needs to go home and never return. Seriously quit your job if you hate it so much cause you are the most miserable person to act the way you do. You don’t value your customers to give them one once of courtesy. He mocked me to my face and told me fine! I’ll help you since you were here first…Just the amount of scoffing and intentional disrespect is unacceptable!! This is the second incident with the men at Bank of America on Babcock! How do you even have a management title with that pompous arrogant nasty personality? This is enough to make me close my account and never come here again. DO NOT TAKE YOUR BUSINESS HERE!

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!!!!!!.

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.

Michael Larson This is the bank for you if you want to be more than a forgotten number! Jimmy and Faith go above and beyond! I cant thank yall enough for taking care of my family and I.