Keystone Financial Planning - St. Petersburg (FL)

Danielle Greene I just want to say my experience was a blessing, it couldn’t have been better. I’m sooo happy I chose Heartland Homes of Florida to build my 1st home. Ms. Martha was the 1st person I meet. I told her exactly what I liked and she made the whole process nice and easy. I mean it was a breeze. She remember everything I told her and executed. Nicolas from HPP financial is another great person, he handled my mortgage. He did what he said he would from the start. He was so nice and patient with me being this is my 1st mortgage. He actually took the time to answer all my phone calls and explain things to me I didn’t know or understand when it came down to a mortgage. Bianka, Franco, Britt and Adryanna all of them answered every question I asked. Bianka told me and went over everything about my newly build house. I love them, everyone treated me like I was family and looked out for me through the whole process. I’m so happy and overly pleased with my brand new house. I want to say thank you again to everyone for making this experience beautiful . I love you guys ❤️

Emily Young So thankful to have found Eric! This is our second year using him to enroll in our healthcare plans and he makes it so stress free and easy! Highly recommend him to anyone looking for insurance.

Tanner Dean I had a chance to interact with Mason Salit a few months ago, and he was a true professional. His passion for the Dynasty Team was abundantly clear. Thank you Mason and Dynasty.

Mayra Vasquez Want to acknowledge Melanie Simon for her professionalism , kindness, positive answers for helping me . Shes an asset to this company . Grateful to her .

Javed Kapadia Soren has been managing my finances for several years and I am truly impressed with his deligence and professionalism. He always listens to my needs and someone I can trust. I highly recommend Advanced Wealth Advisors.

Sergiu Victor Pletosu I meet Drew a year ago ! From the first time I met him, I was impressed by his passion and knowledge about retirement planning, investing and other ways to improve the financial life. His financial advice was real, easy to understand and was explained in such a way that it was easy to relate and follow. He came across as a person that wants to help others build a better financial future. I strongly recommend to meet with him.

swampbugy your percentage is high

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Gerri Rorick Integrity and knowledge - and always with the client’s best interest at the core of this organization. Tough combination to find in today’s business environment. You can trust Trent and Jim for investment direction and growth.