JIm DiNapoli Securities America - Lake Placid (FL)

Sonja M I have been working with Fenn Giles III at Wealth Advisors of Tampa Bay for over a year. He has provided my family with a comprehensive wealth management plan, including estate planning as well as investment opportunities. Because he has deep roots in the Tampa area, he has also been able to connect me with other individuals who are at the top of their field in law and accounting. Most importantly, I consider him a trustworthy advisor. He has my highest recommendation.

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

Jody Marsh The employees are real nice here.. make u feel like wanted to come to this branch. Always a smile and a welcome

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Nick Schery Lisa is fantastic, very helpful, knowledgeable, and reasonable (pricing and otherwise). I cannot say enough good things about her or how she conducts business. I wouldn’t hesistate to refer her to my family or friends.

Luke Loewen I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too! Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.

Georgio Brito Be aware of this realtor agent company! Worst in the industry. She is after people deposits. Ana is the name of the realtor. Worst experience I’ve had in my life.