Premier Planning Partners, Inc - Largo (FL)

jerabinka Hour wait on phone

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Briana Horne I had a great experience. The women that work there were amazing and helped me out with everything. Super nice and friendly

James McFarland We have been clients of Premier Wealth Planning from its inception some 12+ years ago. They are a most professional firm and my wife and I recommend them without reservation. We have been working wih Evan Enisman since we started with Premier and find him to be extremely knowledgeable and highly professional in addressing all our needs and any concerns or questions we may have.

Keri Kline Great people!

sean thomas I have been a customer for only 6 months. I have called and emailed Kaitlyn Sheffield a few times with CrawfordvilleFL office. This ladys professionalism and customer interactions are amazing!! When I have talked to her, she is always happy and willing to assist over the phone. She has told me shed look into questions and would call me back. She always calls me back on same day. I emailed her around the holidays and got her out of office reply. She replied to my email her first day back to work after her time off. Thank you for everything Ms. Sheffield.

April Kelly Our office uses Capital City Bank and I work with Patricia quite often. She is always willing to answer any type of questions I may have.