Pinnacle Retirement Advisors, LLC - Ocala (FL)

Milagros Almarante Highly recommend Wealth Express Company. It’s dedicated and highly qualified professionals make a great difference in the financial industry.

Hoopsonmission Such an amazing company! When it comes to financial freedom STIFEL can assist you with any questions you may have. Their amazing support and team is amazing. They answer questions gracefully and you never feel rushed. They have partnered together with us in the past with feeding families, and making our community a better place. They are the best!

Travis Licht Suntrust is the worst bank I’ve ever had to deal with. They are terrible assisting in business accounts, and definitely are not client friendly. Suntrust gives no explanation for procedures they implement pertaining to the money in your account (withdraws, deposits, checks, holds, etc). If you prefer to work with a bank that’s not a constant headache I’d recommend you take your money and business somewhere else.

Rhonda Babcock and Palm Bay Road location: The people that work here are very nice. My ONLY complaint for this location is the ATM service. Many of us rely on the convenience of the ATM as we cant get to the bank during their regular operating hours, thats why ATM function is so vitally important for alot of us. I rely ALOT on the "deposit" function. Cant use it 80% of the time though if you get off later from your job. I had a conversation with one of the associates over the phone because it was very frustrating for me after numerous TRIPS trying to make a deposit later in the day. She stated that its because of businesses that do many night deposit "drops" which in turn, shuts down the "cash deposit function". It only allows "check" deposits at this point. One positive about their ATM function is (when its accessible), you can take out quite a bit of money in one transaction and the Lobby opens up for several hours on Saturday.

Deyanira Torres Love it. Excellent service and very kind.

Stephen Lombardi Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.