Wealth Advisory Group Inc - Clearwater (FL)

Drunken Foodie Jakorya, the Member Service Advisor, is exceptional. She was highly responsive to my needs both via email and in person regarding my car loan. Her ability to multitask while assisting members with courtesy and efficiency is a testament to her professionalism. These qualities give me confidence in continuing to do business with iThink. She is truly an invaluable asset to this branch.

Lauren Mullinax I really appreciate the knowledge that Tre Warren, Brett Ewing and the others at First franklin have educated me over the years about my professional investments. They are an incredible team of people and very knowledgeable. They have taken very good care of my family and made us feel confident in saving for retirement and our goals for our financial needs. Ive recommend this company to many of my friends and will continue to do so.

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.

Jo Lytte JUST TALKED WITH THEM ON THE PHONE AND THEY WERE SO HELPFUL AND COURTEOUS.

Tee Great and friendly service. Made me feel welcome and comfortable. Alot to look at plus has a smoke shop in the back.

K B Jake is a fountain of knowledge! He is patient when explaining the market to me and I never feel pressured to make any moves. I can tell he truly cares about what is best for me and respects the decisions I want to make. He’s the only advisor I trust and would recommend to anyone!

Avi Had a situation come up and needed money quickly! Michelle and Tina were so helpful in talking me through my options that best fit my need. Both were professional, friendly and knowledgeable in the products are services offered at the Quincy location. Their willingness to go above and beyond for each customer that walked through that door didnt go unnoticed.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.