Refined Financial - Lakewood Ranch (FL)

Dee Thistle This is a hometown BANK! I have been with this bank since the 90’s, the name may have changed throughout the years, people have retired and others still work there. I moved from my hometown but refuse to change banks, I’ll take the drive to to a bank where walking into people know your name, recognize you and service with a smile is priceless!

Gabe Marrero The Banker Nate Carroll was incredibly friendly and efficient he explained everything throughly and helped me set up my new accounts in no time! I would definitely recommend others to this location and especially to him!

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.

Elilzabeth Haeussler Shawn has been my financial advisor for several years. I have known him for a long time. He provides excellent personal financial advice and service which he customizes for my financial situation. I would recommend Shawn even if you are not resident in the Pensacola area.

David loiacano Not very cooperative. They try and push walmart.s version since they do this at the customer service desk

Michael Rogers I would only consider a company who is completely above board and uses only legal tax strategies to help their clients pay no more than they should to the IRS. Tax Savings Professionals is just such a company. I have been with them for about 5 years now, and the only audit I have suffered was due to a clerical error on the part of my local CPA. In the meantime, they have saved me quite a bit on my annual tax bill. Highly recommended.

Drew Bryant Gambin Financial has been a true life changer for my family and I. Claudio and his team are true perfectionist of their craft. So far we have worked with GF on personally structured investment strategies, life insurance polices, & invaluable networking connections, all that fit us best. Most importantly these guys truly care. Everything we entertain with Gambin Financial is presented with uber clarity & confidence. Claudio and his team have become apart of our family, we truly appreciate their guidance and intend on utilizing their expertise to guide our families future wealth for years to come. If you looking for a dedicated advisor for structured financial planning and support youve found the answer.