Unify Financial Advisors - Clearwater (FL)

Toxic Ricky The staff is friendly and very helpful with me. I do most of my banking on a mobile app but sometimes I need to speak to a real person. I greatly appreciate that.

Letisha Gonzalez Quanita is THE BEST tax experience I’ve ever had!!! Her office was a whole vibe and she helped me get everything taken care of with like 6 different forms with no problems. So grateful for this office in Orlando, will definitely be coming back.

Raborey Bennett Everyone there is professional and know what they are doing.

eli reed The phone is never available

S. McLendon Ruth and Vicky are always so nice, polite and very helpful. I would definitely recommend this Advance America to anyone. Great, Great Customer Service!

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

Luisa Braga Confio muito e indico a Tb Financial a todos!

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Chuck Walker Irwin and his team are great to work with. They are true professional with decades of experience!!

Mishelle Kochel We have been blessed to have Karen as our tax preparer back in the day when she was helping her dad, Ken. We have moved to 7 other states since that time and she has been providing expert customer service and professional tax preparation each amd every year, regardless of where we have lived. I wouldnt go to or trust anyone else!!!