Tampa Bay Financial Planning - Clearwater (FL)

Marleen Whittington Tessa is very professional with a personal touch. She takes the time to explain anything you dont understand and answers your questions and concerns. As a senior citizen I appreciate her patience and caring attitude.

Vickey Champion I started going about a month ago ,and l love it there it gets me out of the house,and occupies my time, The staff there are wonderful , everybody is nice and friendly,I appreciate having a pl

Oneida Hernandez Hello, good morning, I share with you that I made my taxes with you and I am very grateful because I already received them and in record time, thank you for helping me and blessings to all

Rich Craig I felt very comfortable from the first conversation with Derek. He took his time and educated me, explaining the pros and cons of different strategies and products. He never rushed me and answered questions with precision. I cannot say enough good things about him.

Amanda Booker Everyone here is absolutely amazing. I have both personal and business account with them. They always greet me with a smile and by name. The tellers at the front are very knowledgeable and I have never had to go beyond them to get the help that I need!!! Tracy is the absolute best!!

Lindsey Zavala Pat at Prudent Financial has been great to work with! He brings a nonjudgmental, calm attitude when reviewing finances and budgets with you. His expertise on student loans is top notch and up-to-date with all the ongoing changes happening recently with COVID. I am sooo happy with my service so far! Theyre legitimately excited when they discover ways to save you money and truly live to help people gain financial confidence. I feel a lot better knowing that Pat and the team at Prudent are helping me make the correct financial decisions! Ive already recommended someone to him and would make the same recommendation to anyone unsure.

Baron Loud Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!

Tony Olimpo Outstanding service with this branch. All the staff were very helpful. Special thanks to Manon

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.