Major Financial Services Inc - Largo (FL)

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.

David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.

Natacha Alexandre Fr. Ernest Joseph, is one of the best people who can help you with your finances. He really takes great care to help me. You can go and get your service.

Susan Crocker Mark and his team are extremely nice and helpful. When ever I have called for a question they are right on it!! Our 6 month reviews are educational and personable, which puts me at ease. Ive never been in a position to invest money until last year. Mark answers all my questions and explains it in laymens terms so I have a clear understanding. This team has been wonderful and trustworthy. I would highly recommend them.

Rob Nixon It was a pleasure doing business with the Live Oak branch. Amanda Ulbrich helped us get an urgent transfer completed on the spot even though we were not members of the bank. After taking our paperwork to the Post Office for a overnight package, we returned to the bank and met Roger who signed us up as members. We were very pleased with the service we were given in our time of need. Other banks in town refused to help us. Rob and Kay Nixon

Nicoli Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.