Upright Financial Group - Clearwater (FL)

Maribeth Liska Custom Financial Solutions has been our tax service provider for several years. We couldnt have been more please with their customer service and knowledge that has help us with our financials and tax filings. Would absolutely recommend this company for all your financial needs!

Paul Wagner Been coming here for years. Great staff.

sean thomas I have been a customer for only 6 months. I have called and emailed Kaitlyn Sheffield a few times with CrawfordvilleFL office. This ladys professionalism and customer interactions are amazing!! When I have talked to her, she is always happy and willing to assist over the phone. She has told me shed look into questions and would call me back. She always calls me back on same day. I emailed her around the holidays and got her out of office reply. She replied to my email her first day back to work after her time off. Thank you for everything Ms. Sheffield.

Helen Kassel David (Assurity Financial Group) has made me feel at ease about my future. I don’t have to worry about having enough money to retire now that David has invested my money to work for me. And, he (David) is very good at explaining everything.

Patricia Drayton Recently my credit card had been cloned. I thought I would have the worst time getting the money back that was stolen. Space Coast never made me feel like it was my fault. They made me feel so comfortable and made it so easy to retrieve my money. My money was back on my card in less than a week. Thank you guys.

Maurice Olson I am not the type to do reviews-it is just not my thing. For the Seacoast Bank Fort Pierce branch I am making an exception. Michelle Cavil, part of the Ft. Pierce Management Team, is awesome. Michelle provides outstanding service. She makes me feel like family. I have multiple accounts with Seacoast and she takes excellent care of me very quickly. Hats off!

Sara Devane Easy to use, but a bit expensive considering.