Keywords: Financial legacy financial partners fl

Legacy Financial Partners - Stuart (FL)

Address: 🏡 850 NW Federal Hwy Suite 123, Stuart, FL 34994, USA
Phone : +1 (561) 467-4100
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQVpLm8Xn3ogRCvhvV9G2vT4
#Florida

Truist - Ocala

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.
5 /5

Principal Financial Group - Ocala

Lara Private didnt cover 60% of a cleaning and xray! run of the mill stuff. before i got this paperwork today i just one one tiny filling. cant wait to see what they dont cover for that. cancelling it tomorrow. ill just pay out of pocket for cleanings and xrays. terrible.
1 /5

Madison Natural Gas Department - Madison

Gabby Ross Susan was so great and helped us understand how everything we needed worked
5 /5

Fusco Financial Services - Wilton Manors

Jim Guld Long time customer. Wonderful people.
5 /5

Stuart Advisors - Raymond James - Stuart

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..
1 /5

GTE Financial Credit Union - Bradenton

Kevin Leon Anthony Robinson, Elice Acosta, and Ladonna Pollard have been the best banking professionals I have ever worked with. When I came in for an auto loan, he made the process so simple and was in my corner working with the dealership. I worked with other credit unions in the past and never got the personal touch of working with Anthony and the GTE team. I plan to move my personal and business accounts from my other credit union.
5 /5