LPL Financial - St. Petersburg (FL)

denita kitto We have been with Charles Schwab for many years and have used several different offices as we have moved from a few different cities. First of all the service we get on the phone is always outstanding. We always are able to speak to a real person 100% of the time . In regards to the local office in St Augustine , Justin is amazing ! His personal customer service is top notch ! He is always there when we go into the office and gives us incredible attention . Minette, At the front desk is very personable and efficient.

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

Debbie Really appreciate this very educational program!

Toni Abraira Jo was amazing! It was very busy this Sunday morning an Jo was alone behind the counter. However, she was quick, kind & courteous! As she helped three people at a time, no one felt frustrated or ignored. As this was my first time there, even with computer issues, Jo was able to go above & beyond to help me and exceeded my expectations. I really cannot recommend this store enough!!

Brad Hayes Dan has been great to work with, always very quick to respond. He found a great lender for my mortgage needs in short order. Im very satisfied and will use him again.

DJ yy I recently refinanced my loan with One Main Financial and once again received outstanding customer service. Thank you Scott!!