Synergy Wealth Consultants - UBS Financial Services Inc. - St. Petersburg (FL)

Gabby Ross Susan was so great and helped us understand how everything we needed worked

Sandra Northup Steve is responsive, efficient and professional. I enjoy working with him! Even when I had waited until the last minute, he responded kindly and helped me resolve my issue quickly. Hes extremely knowledgeable and combines that with a friendly personality that is very easy to work with.

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

Alicia Mitchell Natalie thank you for the very warm welcome. It was a pleasure speaking with you. Natalie was very professional and knowledgeable. Also a big shout out to Jason who initially got me started. He was able to able to answer concerns of mine. I look forward to this journey in putting my debt behind me. Highly recommend this company.

Bill Sharp When looking for a financial advisor, you will be well served by Meinrod and Leeper. They have a wonderful staff which are always friendly and helpful. They treat their clients with respect, solid advice and their integrity is above reproach. They care about you and make you feel like you are their only customer. I strongly recommend them.

Alex Poo There are no words to describe Dianas attention, dedication, mastery of activity, and professionalism. At every step of the buying process, she explained all the details to me, making the process easy to understand, even when it was the first time I bought a home. Focused on every detail, always looking for the best for his client as if it were his own home. Without a doubt, if I were to buy another house, I would contact her without a second thought. You have all my recommendations. Keep doing that great job Diana. A million thanks from me and my family.

Grace Cohen Online cash advance for bad credit really helped me out when no one else would approve me. The process was quick and painless and I had the money I needed by the end of the day.

Kris Bourgeois Great and friendly staff. Very positive experience. Will deal with again

Pastor Brad Wickersheim A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.