Transamerica Financial Advisors, Inc. - St. Petersburg (FL)

Niki Miller I miss Drummond. I will say this location still has the same great employees. I am noticing new faces but they have been great too. I left TD Bank for Drummond because I hated the way the big banks treated me, unfortunately Seacoast reminds me of TD Bank. The 3 stars is only because the employees are great, otherwise it would be less.

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

Chris Brooks Seth has been my financial advisor for over 20 years and has done a great job for my wife and I

Brody Pierce Wendy was very helpful in helping my wife and I navigate the process of securing a construction loan for our future home. I highly recommend Wendy and Farm Credit for all mortgage/loan needs!

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.

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful