Wealth Bridge Financial Group - St. Petersburg (FL)

Jesse Barron I am editing my review because I posted after my first experience at this branch. It must have just been a nasty teller because I have not seen them since on my many visits back to this particular branch. Sometimes companies mistakenly hire not-so-great people and have to adjust, which they did. All that matters is they seemed to get rid of the person likely driving low reviews. I love going into this branch now. Everybody is so friendly and the service is quick.

charles scheetz Knowledgeable, They care about their clients,They tailor investing plans per client

Samantha Szentmartoni Knowledgeable, kind, and welcoming. Karen took our pile of unopened “tax” mail and made sense of it all. We will certainly be using her for all of our tax needs in the future.

Francesca Clerfont My husband and I just opened an account with ITHINK Financial, and we had an amazing experience! It truly felt God-ordained and perfectly on time. I’m so grateful we came here. Samora Palmer worked with us, and he made us feel so welcomed and joyful. We’re amazed at how God spoke through him. 10/10 experience—thank you so much for a moment we’ll always remember. Praise God!

Debbie Deal Karissa was extremely resourceful in obtaining insurance for our company under unique circumstances. She is efficient and kept us updated throughout the process. Karissa promptly returned calls and was always pleasant to speak with. I highly recommend Davis & Davis for your insurance needs.

Lianny Escalona Best broker in the city. Nate helps my husband and me to understand each number and works hard for us to get the best deals possible. Thank you so much.

Cherilyn MacAdam I recently visited Frank Reynolds and Company and was greeted with a sense of comfort. I felt as though I was apart of family even though I just met them. Frank Reynolds (CEO) was very personable and helpful. This is not something you get from other CEOs of companies. Michelle greeted me with a smile and I felt as if I knew her for decades. I would recommend this company if financial stability is what your looking for.

Anjelicca Arc I had the pleasure of connecting with Joshua Wong. Joshuas expertise and dedication as a Merrill Financial Solutions Advisor is truly commendable. He was incredibly helpful and provided me with insightful information that greatly assisted in making informed financial decisions. I appreciate his professionalism and the valuable guidance he offered throughout the process. I highly recommend Joshua Wong for anyone seeking a knowledgeable and reliable financial advisor at Merrill Lynch