Sterling Heights Financial Group, LLC - St. Petersburg (FL)

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Thaddeus Edwards Great place awesome staff and I havent been late yet. Never have I ever heard of a bus line that will drop you off right in front of your destination, I mean literally dropped me off at my front door!!!! Citrus county transit rocks!!!!!!.

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!

Amy Rachow Cherice is friendly, informative and efficient. She was able to answer any and all tax related questions I had. Highly recommend to anyone looking for tax related needs for personal or business.

Wholesale Team the best of the best

Sedler gustave Currently starting working at Connecting America a few months ago. I can honestly say I’ve found my people. Working with James and Patrick and Subruna have been amazing, best mentors. I’ve learned a lot in just a few months. There haven’t been a day I walk in that office without leaving with some knowledge and wisdom.

Brittany Barnes I thought Id be disappointed with PFS because of the high interest rate on my loan. I was offered to refinance a few years ago and Im saving 5% interest now. Ive only been to the branch in person once, but I had a pleasant experience while I was there. No one is ever rude, always welcoming and professional when I speak with them over the phone. And yes, they DO report to creditors. My history with PFS is marked as all on-time payments in the 4 years theyve been my lienholder on both Transunion and Equifax. It looks like not everybody has had the same experience, but theyre probably just mad that their credit sucks and this is the only place that would approve them with high interest.