Best Financial Planner Florida: reviews, page 2

This company gives me the freedom of debt free. It's a big relief at the end.

This location is happy to help with anything you need, unlike the location on Clark Rd in Sarasota. It was worth the 30 minute drive to have staff...

Absolutely a pleasure to work with. We had an easy onboarding experience and great service. I’m glad I found this service as my business has...

John is great! Very professional system with clear, easy to understand presentations.

Recently after receiving checks that were ordered, the wrong address was printed. I visited the Lynn Haven branch where I was greeted verbally and...

Have been a customer for many years; excellent service and convenience

Super helpful and nice staff. Some others have had trouble finding the location, but it isn’t that hard to find. It is in the building NEXT TO the...

Just had our quarterly review with Nova Wealth Management and it made me realize how lucky we are to have selected them 4 years ago. Amy and Jim along...

We've been with Mr. Wilson for twenty years and there is none better. As a matter of fact we recommended our entire family to his firm.

A wonderful group of professionals! Mr. Garrel was informative, knowledgeable and a pleasure to work with. The variety of insurance coverage is unbeatable...

My card and account was locked I have the documents and this bank still deny me the service to help me just say go online on a computer we can't...

Processed an equity line of credit our bank agent was Stephen Shura he was excellent and helped us every step of the way. He was courteous and knowledgeable...

I am a person that fines it rather difficult to trust a financial advisor. I listen and watch and research everything they say. With that being said i am very...

The staff here are very nice and they actually care it’s great environment to bank at

This Branch has the BEST employees ever. They provide excellent personal customer service and beyond always. Thank you for the personal touch that...

I feel compelled to write a glowing review about my exceptional financial advisor, Omar Morillo. His unparalleled expertise, personalized approach...

Understaffed and slow for inside services. Expected better customer services from such a large bank.

Fenoy Butler is a mastermind with financial planning. He is knowledgeable and takes the time to answer all your questions. He listens to your future...

Eric was professional and help give some direction on what to do with what we my wife and I are trying to accomplish!

Do yourself a favor and go to another branch. After being the only customer in the Orange City Trustco building, it still took Christina 10 minutes to acknowledge...