Quick Finance Group - Punta Gorda (FL)

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Jonathan Great experience with Levin! Highly recommend.

Jorge Frank I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.

John Carvajal The people at the Czernek Base Shop changed my life and restored my faith in society. I walked in head low with no hope of taking care of my family, BUT I walked out with a plan in place and fully equipped to have a brighter future. Ive never saved more money in any one thing in my entire life...and it only took 20 minutes. Get your butt in this door and bring your family!

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Jesse Barron The crew here is so friendly. I recently opened a new local checking account and chose First Horizon based on the Google Reviews, which are 100% accurate. You want these people as your banker.

Two Dollar Bill Tipper Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager. She provides excellent service and really explains all the options.

Patricia Dillman Recently I was in a bind regarding paperwork for our taxes. It was truly going to take me days of forensic accounting to do my project. Then Doug and Jarrod came to my rescue… instead of days, they gave me the information I needed within minutes. This banking team is priceless. They are what a banking experience should be … caring, knowledgeable and efficient… I can’t give this branch a high enough rating. Any poor ratings on this site had to be with some other group because these people are fantastic!