Propel Wealth Management - Hollywood (FL)

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Jalene Grenke Very people friendly bank Relaxed Environment. I highlyb recommend Betsy at this location in Starke Florida. Very honest, informative, helpful, & kind. 5 Star service! ⭐️⭐️⭐️⭐️⭐️

Desiree Carr THE WORST BANK TO DEAL WITH! LONNIE OVER IN DADE CITY IS SHADY! THIS BANK WILL NO COVER YOU ,YET CHARGE YOUR ACCOUNT OVER AND OVER WITH 35.00 fees each time!!!! RUN AWAY FROM THIS BANK!!!

Roger Pratt Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!

Joshua Redding Fairwinds caught fraud before it even happened! Someone got my info and mailed a new card out declining my current. The bank called me, I went in, got a new card card and problem solved. I love fairwinds for this.

Annie Stewart When I walked in United Community Bank I felt really welcomed and fast service, Steven Whaley,and Angie Colton was very professional and helpful also very nice and clean facility,Thank you United Community Bank for letting me be a member God Bless you All

Jordan Tompkins Parker & Pam are awesome at what they do! If you need to invest your money into any sort of 401K, Roth IRA, etc etc go see them!!! They know their stuff! Excellent office with great customer service, the best I’ve came across in a long while. Highly recommend !!

Stephen Perham I had an excellent experience with Mariner Finance. I was greeted warmly by Lisa, who immediately started working with me on my loan. She was not only friendly, knowledgeable, and professional, she was personable, sharing her own experiences and insights. I knew that I was in good hands. I was very happy to see that my loan was in my checking account even before I left her office! No doubt, this was the best loan experience Ive ever had!