Find the Best 18 Finance services in Bradenton, FL (Part 2)

Isabelle Speaks Today was a very amazing time with Tanya she was very helpful in explaining products and benefits. I really appreciated her helping me set up my account and exploring my goals. She helped me with a debit rewards card and a Christmas club account as well. I highly recommend Tanya

Mike Lehman Jay is not only my financial advisor, but he also works with my mother. Both she and I are extremely satisfied with his management of our portfolios.

Hector Ramos I have always had a great experience with Jay@Quantum Planning. He is thorough, efficient and professional. He makes sure to get everything required to get you the best refund and offers great financial and retirement advise. I highly recommend him.

Ishmael Green LaJoi was super awesome! She really helped me get some stuff figured out, helped me with a bill payment and just was super helpful. Phenomenal customer service! Thanks for the tootsie rolls lol brightened my day!

Dingle Berry From my first experience with Mariner via a “live” mail check, and my subsequent interaction with them - I’ve been completely satisfied. Joanna is extremely good at what she does, as she guided this dufus (me) through a loan refi over the phone. Good follow up from branch manager to ensure everything went smooth. App is convenient and fairly easy to navigate.

Dennis Harsh We have been with Moore Financial for several years. We started with Garretts father and when he retired we started working with Garrett. Garrett has been very responsive to our requests and very knowledgeable about our investments. Whenever we ask a question if he does not have the answer immediately, he performs the needed research and gets back to us promptly. I have recommended him to several of our friends and they are also very pleased with his recommendations and service. I highly recommend giving him a chance to help you with your financial planning. Dennis and Sharon Harsh

Sergiu Victor Pletosu I meet Drew a year ago ! From the first time I met him, I was impressed by his passion and knowledge about retirement planning, investing and other ways to improve the financial life. His financial advice was real, easy to understand and was explained in such a way that it was easy to relate and follow. He came across as a person that wants to help others build a better financial future. I strongly recommend to meet with him.

Carson Westfall Derek and his team have been able to make an intimidating and sometimes frustrating process quite enjoyable. Before deciding to work with Derek, I interviewed several financial planners. I kept hearing, "just start with investing what you feel comfortable with". My wife and I are very goal oriented and wanted much more of a plan than that. Derek and his team provided more than we ever expected. We are younge and dont have millions in assets. But with his help, one day we will.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Mark Schnelle We have worked toward our retirement goals with John Campora. We have found him to be extremely knowledgeable, concerned and focused on our needs, advising wisely every step of the way. Our investment returns continue to be better than expected. We highly recommend Mr. Campora as he is 100% professional, responsive and proactive.

Jose Bosque We highly recommend Melissa Lilly. We have worked with several loan officers in the past, and we have never met a loan officer as dedicated to the client as Melissa. She found us a great rate using my VA Benefits and assisted us through the entire process of getting our loan.The communication with Melissa was one we have never experienced, as she made herself available to us at any given time. She walked us through the process and made a stressful situation very easy and informative. We HIGHLY recommend her to our friends and family and definitely consider her as our friend!!

kristy0628 I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.

Kevin Leon Anthony Robinson, Elice Acosta, and Ladonna Pollard have been the best banking professionals I have ever worked with. When I came in for an auto loan, he made the process so simple and was in my corner working with the dealership. I worked with other credit unions in the past and never got the personal touch of working with Anthony and the GTE team. I plan to move my personal and business accounts from my other credit union.

Joseph Santangelo I have been doing business with Triple Crown Wealth Finance for 5 years. They have been very professional and I am very pleased with the service I have received. I have and will continue to refer my family and friends to them for there financial needs

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.