Kahn Financial Group - Clearwater (FL)

Verearchela Malcolm The bank manager came out spoke to one client only while the line was outside of the door he did not one thing to move the line the one teller that was there was helping the same one client that the bank manager spoke to for over an hour which she was still helping after I left. The other teller came off of her lunch break yo help move the line. Awful as a banking institution especially .

Pat Jandacek My present bank does not have branches in the Tallahassee area and I am moving to Panacea in a few short weeks. I stopped at several banks but when I reached Prime Meridian I was very pleased with the reception and service I received. Personal checking and savings account were completed in the one visit though it required many phone calls and a long wait for Tara to get the information needed. She was patient, kind, and still able to acknowledge other patrons as they came in without disturbing our business. Its also a beautiful building and I have no doubt all service will be rendered with the same attitude toward the customer.

Daniel Cantero Medrano Hi, today I was at this financial institution to open my checking account and I received magnificent attention from Banessa A. Very good work and a very important point: this agent is bilingual. Thank you very much.

Robbin Taylor This has been my primary bank for almost 10 years but I’m about ready to switch to another credit union. This new update is terrible. I can’t send money to a new e-mail or phone number through Zelle until they approve it..that’s ridiculous. A few weeks ago they also printed my new debit card incorrectly and I could not set a pin or use it and had to come back in to get another printed… again this is my primary bank so I didn’t have access to my money for hours. You call and they make you wait hours for a call back to speak with their “debit card” department. I think I’ll be going over to Tyndall or Innovations due to all the technical issues this bank has and dumb security measures. Update: PCU reached out to me and corrected the issue. The customer service from Keith Herrick and Shannon Williams was great. I am now able to send money as I please without restrictions. Thank you again!

Antwan Smith My Production firm has had the pleasure of having our book keeping and tax needs efficient handled by SA Financial for several years now. Sharon has always been professional, polite and fast. I recommend SAF for all your tax and bookkeeping needs.

Tanielle F One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!

Earline Padgett Brea was very efficient, helpful, courteous and even said “God Bless You”. As a senior i appreciated someone with customer service respect. A wonderful “DMV government” experience.

Moree Leatherman Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf. Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership. I will gladly recommend LullaWealth Financial to my family and friends.