Truist - Largo (FL)

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Nancy Moral I love my bank! The staff are the best and very professional, but with a personal touch. Being local is a big plus for security, and I feel they are always careful and thorough!

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Joe Parrish Meredith is great to work with at Capital City, she is always available to answer questions and help buyers navigate the buying process ! Ive had several transactions with Meredith and Ive never had to worry about any details getting overlooked, and all of my customers loved working with her.

Xavier Cordero Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions. Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor!

Louise Moore Because of the quality of Service I receive. And I also trust H & R Block with my private information & to do things in a Professional honest way. Theyre the best in my opinion!