Safe Harbor Fiduciary - Pensacola (FL)

Sofia Mino Luke Benson was absolutely amazing! Not only did he take the time to explain the services, but he also gave me the opportunity to evaluate what was best for me. Very responsive and problem-solving oriented.

Linda Copeland Radiant Credit Union was a great place to open a new account. They took me step by step through some obstacles until we finally made it all work. Danielle was fantastic to work with.

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.

cherryl Bacot Angela was so helpful and efficient. Loved doing business with her!

Kristani Knapp Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

Gregory Heimann Best bookstore in Florida. Thanks, April, for making such a beautiful space with such amazing finds.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.