Truist - Bradenton (FL)

Michele Accola John went out of his way to help me and my husband understand what we were signing, the numbers that were being presented to us and took time to explain in detail the process of things. He’s super personable and makes you feel comfortable in the decisions you’re making … while also guiding us in a way that was best for us. It didn’t matter if it was 7am, 10pm or the weekend … he was always available to talk. Thank you John for everything! We truly appreciate everything you did for us.

Aj Brown I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but Davids genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio. Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals Ive ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement

Jessica Pelletier Go see Eddie for all of your insurance needs.

Keno Johnson Clean and friendly place. Teaches about personal finance. Helped my family alot.

George K If you would like to work with a Real Pro then call Blake Now...if your project can be funded he will get it done...period!

Dale Kieffer Such a great place to deal with your insurance needs, Beth is wonderful knowledgeable associate and will get you everything you need

Kat I called to verify that I had the right business listed on Google Maps, but instead of confirming the name, the man who answered started questioning me and asking for my name and location. I gave him my name, but he still refused to confirm the business and then hung up on me saying he was not interested. Why advertise yourself as a business on Google Maps if you are going to treat people like that? He should be reported and removed so others who are actually conducting business professionally can be listed instead. If this is how they treat potential clients, I would be very concerned about trusting them with anything financial.