Priority One Financial Services - St. Petersburg (FL)

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

cechu CMV Excellent service

Susan Burtis Amber is absolutely amazing ! She is super kind , super helpful and makes you feel like family not just a customer . Amber made the entire process so easy and I would recommend using one main to anyone that asks .

Lauren Mullinax I really appreciate the knowledge that Tre Warren, Brett Ewing and the others at First franklin have educated me over the years about my professional investments. They are an incredible team of people and very knowledgeable. They have taken very good care of my family and made us feel confident in saving for retirement and our goals for our financial needs. Ive recommend this company to many of my friends and will continue to do so.

Violeta Q Kind to their customers

Wendy Aguiar From the people who answer the phone to the closing agent and everyone in between, what a top notch company! Specifically, Melinda went above and beyond the call of duty with the patience of a saint. First, believe me when I say that I did my homework and their prices are the most reasonable to be found. Some places quoted nearly double. Next, they are thorough, attentive and honest. I have completed two transactions with them and I would recommend them to anyone in a heartbeat (even if you live out of town) because you can trust them. They are kind and informative through every step of the process. If I ever close on another property, its a no-brainer; I know that they have my back and they are professional. My situation was fairly complicated and they handled it with ease and lifted the burden. Although Ive never met them in person, they have my utmost respect because they clearly know their business and how to address details up front to avoid problems later. Wonderful people. I wish I could give them 10 stars!!!

dawn Eubanks Made an appointment through the website. Had a no show by the company. Contacted the corporate number to get help. The company sent an email to the Live Oak office and we have yet to be contacted in any form to get the taxes finished.