Find the Best 18 Finance services in St. Petersburg, FL (Part 2)

Derek Lovett Love me some Rhonda. Great service and knowledge.

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Chase Shelly John is awesome! He’s a great guy who truly cares about his career and his clients. I would totally recommend him if you are looking for a financial advisor.

Michele Accola John went out of his way to help me and my husband understand what we were signing, the numbers that were being presented to us and took time to explain in detail the process of things. He’s super personable and makes you feel comfortable in the decisions you’re making … while also guiding us in a way that was best for us. It didn’t matter if it was 7am, 10pm or the weekend … he was always available to talk. Thank you John for everything! We truly appreciate everything you did for us.

Drew Elizabeth Unseth So pleased with Bayview! We found their staff to be responsive and available at any time, complete with thorough and comprehensive planning services! Would highly recommend Bayview!

M G Very professional and great attention to detail.

Daniel Shipman Awesome guy and really knows his stuff when it comes to retirement.

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Ronnie Lang Cidney Woods went above and beyond with her services! She was quick, precise and on point with the Information she provided. Cidney Woods gave me the best Grow Financial experience and I will recommend any Grow Financial customer to talk to her because that is one of a kind top notch service.

Ariel Loftis Shane is amazing! He signed me up for a checking/savings account. He is super helpful and informational. I am very impressed with his customer service skills! He needs a raise

Michael Bernardi I recently had the pleasure of working with John Ziesing, at Advanced Capital Management and I cant express how grateful I am for his assistance! He provided me with the necessary information regarding my annuity contract, which was crucial for my refinancing process. John was incredibly knowledgeable and made sure I had everything I needed to move forward with my refinancing. If youre in need of assistance with your annuity or retirement planning, I highly recommend reaching out to John Ziesing, at Advanced Capital Management. His dedication to helping clients is evident, and he certainly made a positive impact on my experience. Thank you, John, for your outstanding support!

Kim Stacy We are very happy with the service we receive from Insight Financial. They are expedient, thorough, and professional. Theyve managed to collect on accounts that we believed were uncollectable.

Pamela Jacobs I was at guest at this Financial seminar and had a very good experience with the team that presented the information. I have not attended a seminar like this before and it was very enlightening for me. I spoke for awhile with Mark afterward and am looking forward meeting with him and/or Dave and the team in the near future to plan out my future retirement goals.

Alisha Walker Danielle is by far the best person to work with. She’s very understanding and helpful. We are so thankful for all her help.

Ginger Summers In and out in 40 minutes at the CoVid Vaccine.

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.