Suncoast Financial Services LLC - Clearwater (FL)

Elyse Matthews I had an excellent experience. Mr. French was intelligent, personable and patient with me. Highly recommend.

Lisa Moukakos Was able to get an appointment quickly. The girl I spoke to on the phone was so friendly. I met with James to go over some concerns with my social security income and IRA. He gave great information and I left very happy. I will be back next year!

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Nick Aleksa I am a business owner and Ive worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations.

kenneth stover Amazing!!!

Brad Tilghman Walter provides sound guidance on market conditions. His years of experience are a valuable asset to anyone looking to invest in the market. Glad to have him in Port St. Joe!

Bill Martin Sounded like he new what he was talking about. Transferring my accounts to him.

Gwendolyn Staten Whether you are retiring or just looking for ways to diversify your funds, contact Jordan Lee at English Financial Group! Hes knowledgeable, professional and very calm...no pressuring to make a snap decision.