Koch Financial Services Inc - St. Petersburg (FL)

Bob Gianino Very professional listened to my goals and what they could do for me to reach them would most recommend them to anyone great people ☺

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

Peter McCartney I have been with One Focus about a year now. I believe it was the best decision I have ever made. I have been working with Evan DeBoard who in my opinion is the most know knowledgeable person I have ever met in his area of expertise. Evan has been there for me through every step of the process. Evan has answered every single one of my questions (even when I probably have been a real pain) and also educated me about many aspects of my debt situation. Evan is a super professional whom One Focus surely is very proud of having in the organization. I look forward to continue working with Evan and will regret the day we part ways. I truly appreciate everything he has done for me.

wayne dillon Everyone at the trenton office is very welcoming and pleasant to work with....

Mandy Lynn I stopped by the bank yesterday and tried to use the ATM, but it wasn’t working—and there was no sign saying it was out of order. I went through all the steps, waited forever to get my card back, and then finally got a message on the screen saying it wasn’t dispensing cash. Super frustrating. A simple “out of order” sign could’ve saved me (and probably others) a lot of time. Since the ATM didn’t work, I had to go inside. I do like this bank because it’s close to home and the staff is always nice when I go in, but they’re seriously understaffed. There was only one teller working both the front desk and the drive-thru, which doesn’t seem fair to her or the customers.

James Redd Dan and Lori have been a blessing. They helped my grandparents get $100,000+ in additional social security benefits and then worked their assets around to allow them to both retire within the month. And there is no hidden fee. Thank you, Dan & Lori!!!!