Morgan Stanley Financial Advisors - St. Petersburg (FL)

Louie Sanchez Mike is a great mentor and fantastic Financial Planner. His knowledge is extensive, has tremendous attention to detail, and genuinely cares. I highly recommend you speak with Mike for all your financial needs.

HsT Drake absolutely great for the past decade.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Mayra Vasquez Want to acknowledge Melanie Simon for her professionalism , kindness, positive answers for helping me . Shes an asset to this company . Grateful to her .

Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here

Gail Matson Very polite and helpful.

victor alfaro Very professional team, they answered all my insurance related questions and made the application process very easy!

david martin Always. Been. Here David Martin