Safeguard Financial Services - Tampa (FL)

Kevin Christner Had a fantastic meeting with my financial advisor Danny. He was thorough in his explanations and happy to answer the many questions I had. There was no pressure to make any decisions right away.

alec prior Thank you so much for all your help. I am so happy with how much money you saved us and how much you improved my credit scores. You guys are the best. Thank you Evan and Brooke!

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Latoya ONeal Great help in time of need with utilities service, ship program, and more great references

Maeghan M Ty has been extremely helpful with my family and Is financial needs! He is caring, personable and is able to assist you in ways you wouldn’t have known previously. Now my family and I are on track to have better savings, and look into building other assets we didn’t know was possible. Thank you Ty!

Catherine Clark Noel Hardwick has been with Truist for 15 years. I have found her to be extremely personable since I met her at the Hobe Sound branch. She is now in Port Salerno where her professionalism has developed and matured. She has been instrumental with handling problems that I encountered with my mother being scammed. I always look forward to seeing her smiling face. She is an asset to your bank. Thank you Nicole for all you do regarding my accounts.