Waters Wealth Management of Raymond James - St. Petersburg (FL)

Ruth Harrison We bank at the one in Tavares. They are always very helpful and very friendly. Yes, there is a line sometimes. I guess it depends on what time you go.

Jackie Besson Great financial people!

s a Kris is the person to go to if you need expert tax advice or someone to do your IRS taxes. She is easy to understand and works quickly to get the job. I highly recommend her services. S Ash

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

Robert McCausland Needed cash to purchase a van. Synovial is not my bank. My bank is in Indiana. They walked me through the process with a high degree of professionalism. So pleased with them that Im going to become a member of this bank here in Fl.

Mike ANDREWS I have been a customer of Midland IRA for several years. Over this period, Geoff Watts has assisted me multiple times well exceeding my expectations. I have expected great service from Midland as others had recommended them many times. I honestly do not know how Geoff could do better. Mike Andrews December 5, 2022

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.