Wealth Express - St. Petersburg (FL)

Shecara Jones Hanna and Jennifer had extremely great customer service today and every other time that I have had to visit the branch. They both were willing to do the extra mile.

Matthew McGarr Andrea is an amazing, competent individual of the highest integrity. She has a vast amount of knowledge about loan products in Florida, so she can get you the loan that fits your situation. Best of all, you can always trust her to do whats right for you! I highly recommend her!

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Carrie I have been banking with Eglin for almost ten years. I will forever bank with this branch for their great car loans, and mainly Terri Joe or TJ! I remember when I was 19 and struggling to get a car loan and she walked me through the whole process. I’ve since gone back and gotten two more cars because of her! Always thankful for her help and advice!

Molina & Son Brick Pavers, Inc. The team at Adelson Group has been an incredible resource in helping me feel more confident about my financial future. They are knowledgeable, professional, and truly take the time to understand your goals and needs. I really appreciate their thoughtful guidance, consistent communication, and ability to explain complex financial matters in a way that’s easy to understand. Its clear that they genuinely care about their clients’ long-term success. If youre looking for a trustworthy and experienced advisory team in Boca Raton, I highly recommend the Adelson Group!

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

JM H MWR Financial has been a blessing to my household. The leadership truly cares about the people in the organization and their families. The membership and partnership are second to none. Onward and upward we go, being the best stewards possible over the resources weve been blessed to have.

Gautam Bazaz Great advice, focused on the long term, helped me with both financial and life planning.