Xcel Wealth Management - Holly Hill (FL)

Angelstar Colon Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bonds etc. We know we are in great hands when it comes to our money and Elizabeths great knowledge of how to handle it. Thank you for everything. We have been blessed having you as our financial planner. If you are on the fence about having a financial planner go see Elizabeth and you will be happy you did.

Shavada Jones I visited my local PNC Branch today to complete a verification process for my new account that I opened online. The branch banker, Ashley Gray, was amazing. She went above and beyond to assist me, ensuring I was verified and updating my information. Ashley also helped me confirm and change my user ID and password for online banking. Throughout the process, she thoroughly explained everything she was doing and why, which I greatly appreciated. Ashley also took the time to explain the banking products and the great features they offer. I was able to get a new debit card and set up my Zelle account, all thanks to her assistance. When I had difficulty coming up with a new user ID and password, she offered some excellent recommendations. Overall, Ashley was extremely professional, patient, knowledgeable, and helpful. I had a great experience, thanks to her exceptional service.

LaTisha Pierce Torrie is so great and patient. She really took the time to assist me and go over all my options that best fit me and made me comfortable.

Thomas McBee Christine was incredible. She was able to help me set up a business checking account when I didn’t have a single clue. She was extremely patient and very knowledgeable. I feel like I’m in good hands. I’m very pleased.

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

Amber V Very in professional. Talks down to everyone around him, thinks too highly of himself and is just all around a bad business owner. He thinks he is a superstar or something because he is a Bucs super fan. Save yourself the trouble and deal with anyone else. 0/10.

Stephen Ogles Cornerstone bookkeeping is the best in the business as far as I’m concerned. Very thorough.