Legacy Wealth Partners - Tampa - Tampa (FL)

Lady Love Again today I wasnt able to log into my account because their system was down. This happens often and its inconvenient. Phone hold time is too long. Besides these things, I do get courteous service.

Brad Gregory I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory

Eric Epstein Tara and the folks at the Diane Banks agency were fantastic! I was nervous about moving to Florida, especially moving my boat to Florida permanently. I had heard so many horror stories. Tara’s expertise in boats, especially catamarans made it so easy for me. She answered all my questions, did all the paperwork, and coordinated with me what I needed to do. I still can’t believe she was able to make it so easy.

Eileen Kennedy Thais has been my advisor for more than 10 years. She has done a fantastic job of managing my accounts and has helped me to have a comfortable retirement. She is also friendly and easy to work with. I highly recommend her as a financial advisor.

Wendy Compte Excellent, very professional service. Very friendly staff. I highly recommend them.

Naomi Tucker I want you all to know, my first impression of this company was "Horrible!" But I quickly changed that reasoning, - Heres what happened: "The company I bought my Mini Cooper from had turned over their accounts to, "Mid Atlantic Finance Company." When I received notice, I called myself being proactive and mailed my payment due by the 5th, on the 31st so, my bill would be paid early. Instead, I began to get all these A-I generated calls about a late payment, knowing I made my payment in advance. I simply, - dont do late charges! To make a long story short those constant (A-I), calls got on my last nerve! To resolve the matter. I called and spoke to several reps who in turn connected me to a supervisor. Before it was resolved I cancelled my check and paid by card. On two different occasions I spoke to an Account Manager named, "Anyissa," who took good care of me in a timely, courteous and professional manner. During the conversation, I was able to make her smile when I complimented her on her beautiful name..... What makes me so happy is my car is almost paid for and I thank God for that! Remember: "When you call any company to get information or help with a issue, - - "Be Patient, - Friendly and Courteous!" And if possible, - "Say something positive that might just put a smile instead of a frown on the Reps face." A good conversation is always better, - than a Bad one. You see, how easy a Negative Review can become, - a Positive Review. Thanks Anynissa for helping resolve my missing check woes, Whew! ......... Naomi Tucker Turtles!

Darius Caswell I received exemplary professionalism from Howard Lawson in preparation of new home insurance policy. I would recommend JD Insurance providers to everyone, who has interest with a firm that streamlines home insurance coverage that meets the needs of their clients, and an insurance representative that embraces consummate customer service.

Bryce Rowe Barbara and Deana were awesome! Really easy loan process. Got my cash in minutes