SA Financials, Inc. - Hollywood (FL)

Lugnut The Chocolate Labrador Retriever I must say going to this location is such a pleasure. All that work there are so kind and professional and they all greet you with a hello and smile when you walk in the door. Bob, Trenton and Sean I have had my last few visits with, they all are so Wonderful! Bob and Trenton have been helping me for awhile now and because of them is why I love going there. Their smiles light up the store. Bob and Trenton are very caring, great personalities, very helpful and fair with transactions. Speaking to them two on all my visits they both are so humble. Been in other locations, but this one by far is worth the drive even if you do not live in Titusville.

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.

Mandy Lynn I stopped by the bank yesterday and tried to use the ATM, but it wasn’t working—and there was no sign saying it was out of order. I went through all the steps, waited forever to get my card back, and then finally got a message on the screen saying it wasn’t dispensing cash. Super frustrating. A simple “out of order” sign could’ve saved me (and probably others) a lot of time. Since the ATM didn’t work, I had to go inside. I do like this bank because it’s close to home and the staff is always nice when I go in, but they’re seriously understaffed. There was only one teller working both the front desk and the drive-thru, which doesn’t seem fair to her or the customers.

Brooke Eversoll Heather and her team at Wellspring are wonderful! They are so professional and we love working with them. They are proactive in setting up meetings and keeping us on track with our goals. Highly recommend!

Sebastian We have been banking with Suncoast Credit Union for over a decade so this is my third updated review (first was 5 stars, second when they moved locations was 3 stars, third is this review and they have indeed fixed the ATM outages from my last review) and Ive bumped it back up to 5 stars. Theyre great all around from having many great services and partnerships with genuinely good Arcadia and Govt support groups to the employees who do their job, but if youre trying to do something you should be able to do they will really try hard for you. I would have just bumped it up to 4 stars but the staff and speediness and helpfulness outside of banking on top of being a good credit union warrant 5 stars in my opinion. I dont think Ive had to wait more than 6 minutes to see someone even when its filled. And, cherry on top, they are lead by a great manager with good morals and stick-to-itiveness. She leads by example and I imagine thats why the employees are all so helpful. She does her due diligence, puts her heart into it and its very respectable; exactly the type of person youd want leading your credit union.

Wanda Heite Dalia is the best! My husband and I have banked at this branch for many years now and, always, without fail, she provides banking services with a professionalism that is not readily observable in other financial institutions. Personable, polite, and pleasant, and so very competent,she makes a trip to the bank a pleasure.

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor