The Retirement Planners - Pensacola (FL)

Rod B 5 Stars ⭐⭐⭐⭐⭐ Tatiana was absolutely incredible! From start to finish, she demonstrated the highest level of professionalism, care, and attention to detail. Her warmth and genuine passion for what she does truly set her apart. Tatiana went above and beyond to ensure everything ran smoothly and exceeded all expectations. I couldnt be happier with the experience and results.

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Alban Elliott It was a pleasure working with the team, even though I am new to Primerica Financial Services. Their representative goes above and beyond to understand my needs and make sure I receive the best return on my investment. Thank you!

Carol W I have been working with Mitch Lane and his team at Stifel and really appreciate his expertise and guidance in helping me with investing and planning for retirement. He is knowledgeable and thorough and I appreciate his professionalism and integrity.

Marc Sing Great location with great staff! Brian was so helpful and nice!

Jerry Brown Awesome and quick efficient customer service. Definitely recommend

Mandy Lynn I stopped by the bank yesterday and tried to use the ATM, but it wasn’t working—and there was no sign saying it was out of order. I went through all the steps, waited forever to get my card back, and then finally got a message on the screen saying it wasn’t dispensing cash. Super frustrating. A simple “out of order” sign could’ve saved me (and probably others) a lot of time. Since the ATM didn’t work, I had to go inside. I do like this bank because it’s close to home and the staff is always nice when I go in, but they’re seriously understaffed. There was only one teller working both the front desk and the drive-thru, which doesn’t seem fair to her or the customers.