Tidemark Financial Services & Insurance - Bradenton (FL)

Alexis Marie Samantha at LOI Insurance is the best! She made getting insurance super easy and stress-free. She’s always quick to respond, explains things in a way that actually makes sense, and genuinely cares about helping you find the right coverage. Couldn’t recommend her enough!

Kiara Digiovanni Vidal was amazing taking care of us soon as we walked in, he was very attentive to all of our needs we had a horrible experience previously in a very known bank and we walked out so quickly!!! Not here at TD they listen to what kind of account you need as a personal and business level. I really appreciate knowing my money is safe with this bank. I do want to add that having the right person to help with this process opening new accounts is stressful Vidal did everything so smoothly and it wasn’t so stiff it was all done professionally and gracefully done

Sara Jackson Erica is so very helpful and knowledgeable. We had an issue with our personal auto insurance company, and she was able to solve it very quickly. Erica always goes above and beyond to get what we need for any of our policies whether its the commercial or private.

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Leo redfern Priscilla and her staff are the best. They are all very helpful and courteous. Priscilla is one of the most compassionate, caring, knowledgeable people that I have ever met. She has ALWAYS taken my calls, and explains the processes of what is being done in language that I can understand. I would be lost without her guidance. Would recommend PMN Financial 100 percent. Thanks Priscilla.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

John Rolfe I have had numerous contacts with this companys customer service agents. They are condescending and rude but notably ignorant of SEC and other major compliance laws. They make rollovers nearly impossible or outright lie saying its not allowed. Cities and towns that sign up with Bencor do not have the better interests of their employees as their goal. I urge any municipal employee to seriously question their HR Department about the research they carried out in selecting US Bencor. Chances are they did none and just put the contract out for bid.Thats no way to select a quality financial institution.