Plus Financial Services Inc - Bradenton (FL)

J. Shaw Renner I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

Edward Hollenbeck We are just starting Dave and Christina, so far our experience has been very pleasant.

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office

Jonathan Richardson Emily was helpful and knew exactly what she was doing to help me.

M Hart The combination of large company resources and a local family office feel helps make Merrill a great place to be a client and employee. Weve found that consistent, high quality advice at a reasonable price translates into clients achieving their financial goals.

Drunken Foodie Jakorya, the Member Service Advisor, is exceptional. She was highly responsive to my needs both via email and in person regarding my car loan. Her ability to multitask while assisting members with courtesy and efficiency is a testament to her professionalism. These qualities give me confidence in continuing to do business with iThink. She is truly an invaluable asset to this branch.

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Elizabeth Leavesley This bank is a good place to go. Their employees are very helpful with all my banking needs. Victoria Kolb is a very nice person that helps me every time I go in there with questions.