Miller Financial Services - St. Petersburg (FL)

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Keith Campbell My experience with Priority one was great everything that my wife and I did on the phone and online was very easy to navigate and understand. As well having Rob to answer my calls when I have questions was very helpful and he was very knowledgeable. My total experience was Priority one and anna’s Marine center re-powering my boat was great !!.

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

Carlos Vargas Tim helped us with my life insurance policy along with other financial advice for myself and my business. Hes extremely knowledgeable and thorough! He made the entire process very easy for us and it never felt like he was just trying to sell us something unlike other agents we have spoken to in the past. Would highly recommend!

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

Rachel E I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings!

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.