Arely Osorio Loved the way their staff treated me, Rosalia was great at doing her job! she was well informed on what she was doing, guided me through the process very well. Any questions I had she would answer & would be great guidance, I usually never leave reviews but this one deserves one!
Stroll St Pete Working with Thrive Financial Advisors is an absolute pleasure. Their dedication to clients is admirable and their knowledge of this industry is unmatched. They are always available to answer questions and consistently exceed expectations. We are beyond grateful for their partnership with our Stroll neighborhood magazines and are proud to write this recommendation
Mia Tramontana Working with Peter and the Keystone Financial Planning team has been an absolute pleasure! Peters expertise and professionalism are second to none, and he genuinely cares about delivering the best. Visiting the office is always such a welcoming experience—Krystal is always so kind and helpful. If youre looking for a team you can trust to prioritize your financial well-being, I highly recommend reaching out to Peter Pastman at KFP.
Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.
Kim Fitzgerald I have found Orlando to be very professional, organized and very knowledgeable. On the personal side.... very calm mannered and kind. I wish him well on his new business venture and would recommend him for anyone looking for a financial advisor.
Molina & Son Brick Pavers, Inc. The team at Evershore is knowledgeable, responsive, and highly professional. Their guidance and attention to detail have made financial planning and decision-making much more straightforward. They offer valuable insights and take a strategic approach that inspires confidence. Highly recommend their services to anyone looking for sound financial advice and long-term planning support.
