Philip Financial Group - Fort Myers (FL)

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.

Gianna X I don’t know about y’all, but I’ve always hated dealing with finances. The information can be overwhelming, and it’s hard to know who to trust. But all of that changed when I found Pinellas Federal Credit Union. The process was quick, easy, and honestly stress-free. They offered me the best auto loan rate in the city, hands down! A huge shoutout to Amy Hocking, the Assistant Branch Manager—she’s an absolute wealth of knowledge and made the entire experience feel personal and empowering. I’m genuinely excited to keep building my financial future and relationship with Pinellas Federal, thanks to her.

Dan Vital Great experience. Totally professional and exceeded expectations.

Jose Real I am fairly new to financial planning the customer service, an attention one’s needs are bar none ! Would recommend

Ashley Fralick I was really in a bind and Patrick drea and Kat were so helpful and understanding and helped me with quickness and empathy absolutely recommended and they have a great selection

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

John V Easy to get to easy to use