San Antonio Citizens Federal Credit Union - Dade City (FL)

Ashley Fralick I was really in a bind and Patrick drea and Kat were so helpful and understanding and helped me with quickness and empathy absolutely recommended and they have a great selection

Trisha Pritts What an amazing team of advisors! I highly recommend Knight he is extremely knowledgeable!

Sean Johnson It was a great experience working with My Military Financial Services. They went above and beyond to make sure that my loan experience was a good one. I would like to thank Millie and the rest of the staff for being an excellent example of professionalism. Thanks again for everything.

Joel Hynes Definitely my least favorite Truist bank location. Other Truists have always been a positive experience. However, at this one I was told that in order to withdraw a certain amount of cash, I had to wait for a branch manager, who was on lunch for 45 minutes. The teller (Francesca) also sighed and scolded me several times because I didnt want to pay for a cashiers check and was withdrawing cash which "is a hassle". She seemed annoyed that I wanted cash, and then I heard the wait 45 minutes line. I assume based on the reviews that after the wait I would probably be told by the manager that I just couldnt withdraw that today. Truist, do yourselves a favor and close this branch before they give a bad name to the entire brand. Or at the very least, completely overhaul the management and rework the branch culture. Until then, Ill stick with the branches that are better!

Robbie Ripoll Monique is top notch. I came into this investment situation with no knowledge. With her professional guidance I am able to comfortably watch my investments prosper. She is always available when I need her...like I don’t think she ever sleeps. Also meetings with her are the absolute best!!!

TDE This company enabled us to pay off our debt and have hope for the future. I always enjoy meeting and working with their agents and they have a really good customer focus, especially compared to other companies.

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!