Senior Financial Services - Seminole (FL)

Alisha Walker Danielle is by far the best person to work with. She’s very understanding and helpful. We are so thankful for all her help.

Cheryl Broadhurst Love this store!!! Friendly, clean and just overall, a great shopping experience always!!!

Massimo C Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend!

Melanie Bocock Beane Atkinson took care of my dads accounts and now mine for several years now and I am very pleased with the level of service and attention that I have received. Garret is very knowledgeable and a pleasure to work with.

Pat Hoffer Always a pleasure to deal with.

Debbie Really appreciate this very educational program!

Suncoast DreamTeam If I could leave a 0 I would!!! My business partner and I were in the building meeting a client and were not aware that each suite had reserved parking, we thought the lot was reserved for the building itself. So we leave and a car had purposely blocked one of our cars in. Parked in the middle of the lot. We went to the suite to be greeted with an extremely rude receptionist and some guy in shorts and a t-shirt. First sign of unprofessionalism. They were both extremely rude and gave us an unbelievable attitude. She simply could have parked in the other spot for their office and left a note or could have been more understanding of the mistake... especially for guests of the building. For a financial office thats supposed to be professional and want peoples business, it was very disappointing. Out of the hundreds of clients of ours and we will tell our work colleagues about the experience as well...we will never refer 1!!!! That could have been handled much more professionally.