Keystone Financial Planning - St. Petersburg (FL)

Evan Greene Robert Harwood and his excellent team at Harwood Financial have done a fantastic job managing my portfolio for the past three years. They patiently answer every question I have about my accounts, directly give their advice on strategy - giving special consideration to potential life events if raised, and the protections they have built into their investment model for market disruption are truly impressive. I feel on top of my finances, Im excited about my financial direction, and I feel confident that I will reach my financial goals all because of the hard work of Harwood Financial. The icing on the cake? Theyre personable and treat you like family. I cannot recommend them more strongly.

Robert F Got that good insurance

Scott A Thank you, Frank! AR capital was able to get us the financing that we needed to buy the equipment to open our health and wellness center. Thanks so much for making the process so easy and the turnaround time fast.

Lyndsi [Stafford] Edgar At eLuminate, we’ve had the pleasure of working with Levanti Wealth as a client, and we can confidently say they represent the highest standard of authenticity and integrity in their industry. Our experience collaborating with their team has been nothing short of exceptional. Levanti Wealth brings a level of wisdom, care, and clarity that is rare in the financial space. They approach everything they do with intentionality and deep expertise, always putting people first. Their professionalism and thoughtful insights are evident in every interaction, and they consistently demonstrate a genuine commitment to helping others build financial security and legacy. If youre looking for a team that is real, grounded, and truly knowledgeable, we highly recommend Levanti Wealth. They are not just financial advisors—they are trusted partners in your journey toward financial wellbeing. — The eLuminate Team

Rhonda Babcock and Palm Bay Road location: The people that work here are very nice. My ONLY complaint for this location is the ATM service. Many of us rely on the convenience of the ATM as we cant get to the bank during their regular operating hours, thats why ATM function is so vitally important for alot of us. I rely ALOT on the "deposit" function. Cant use it 80% of the time though if you get off later from your job. I had a conversation with one of the associates over the phone because it was very frustrating for me after numerous TRIPS trying to make a deposit later in the day. She stated that its because of businesses that do many night deposit "drops" which in turn, shuts down the "cash deposit function". It only allows "check" deposits at this point. One positive about their ATM function is (when its accessible), you can take out quite a bit of money in one transaction and the Lobby opens up for several hours on Saturday.

Honey Badgers Bee Farm Corey Was easy to work with and he was very informative and forth coming with loan info.