Seminole Financial Services - Belleair Bluffs (FL)

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️

Nick Conte Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida. Nick Conte

The Office Kitchen We opened an account because our cafe is in the same building and it was the best idea. Regina Swift helped us open our business account and was so helpful every step of the way for all of our business needs. Its so convenient having them so close and everyone is always so helpful. The staff is also always keeping us up to date about promotions and ways to help our business grow. We recommend everyone to go here especially if you are a small business like us!

Warren S Tom and Jean are fantastic people. They have managed multiple generations of our families assets. They are super knowledgeable, always available and personable. If you need a financial advisor, this is the place to go. Highly Recommended!!!!