Keybridge Wealth Management - Clearwater (FL)

E. B. Used the Money Gram service a long while ago. Not sure how many people do it in person compared to their online app that takes it directly out of your bank account. I imagine its helpful for folks that dont have bank accounts.

JC Consulting Steve and his team are phenomenal. I feel very secure knowing that they are ones making decisions about my money. Very personable as well.

Dan Starostecki I’ve known Sam and the Integrity Wealth Management team for years, and I can honestly say they live up to their name in every way. Honest, professional, thoughtful, and truly caring, they go beyond the transactional to build real, lasting relationships with their clients. It’s no surprise that so many have stayed with Sam through the years, he’s the kind of advisor who earns your trust and keeps it. This is a top-tier, stand-up operation, and Sam is one of the absolute best in the business. If you’re looking for financial guidance with heart, integrity, and serious expertise this is your team.

Cindy Roser South State Bank is a great bank! Anytime I need assistance, Bess Dullum has been very helpful to all my needs. I would like to thank her for being so helpful.

Marc Dortch Another great tax year using Financial GPS LLC. Highly recommend!!

Jim Houser Our Residential Alteration Firm of 41 years has been doing business with Arlington Financial for the past several years. We have had great results in the approval & funding processes and highly recommend Arlington for indirect consumer lending in the Residential Home Improvement industry. The staff at Arlington offer great customer service which is strongly supported by the Owner Mr. Bucceli and chief assistant Clellena.

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.

Jannet Porter Theses days you drive through atm for most everything,but for some transactions I go inside..The tellers are nice an helpful. Ive been a customer for twenty years an I am satisfied with all services. Ive experienced no problems with my account. All goes smoothly.