Refined Financial - Lakewood Ranch (FL)

Debbie DeCerbo Great to have a true home town feeling bank back in Sebring. Superb service and very professional and courteous staff. I love this bank!!

Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here

nancy kaufman We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retirement - Thankyou Team!

Homer Mackenzie I wanted to implement a loyalty program at my gym to retain more members, however giving discounts resulted in a temporary decrease in revenue. This merchant cash advance helped me meet operating expenses while I was implementing the program. In the end, my membership numbers increased, and my income stabilized faster than I expected!

ronald donnerstag Doing a great job. Can’t ask for more

Ronnie Cox Awesome company. They helped me when no one else would. Love yall

Joseph Santangelo I have been doing business with Triple Crown Wealth Finance for 5 years. They have been very professional and I am very pleased with the service I have received. I have and will continue to refer my family and friends to them for there financial needs

Nick Aleksa I am a business owner and Ive worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations.