Clearwater, FL Financial Services

This is the Best bank experience

Quick and easy. The currency was available right at the kiosk, no need to order and wait. Exchange rates for purchasing currency were better than the banks. Thanks for ... more

Excellent advisors! Professional and extremely knowledgeable. The piece of mind they gave us simply can not be bought. A+ in my book!

Brandon impressed me from start to finish. He totally held my hand throughout the entire process. He anticipated practically every question I had, before I asked. His ... more

Quick and efficient very courteous,could get a real sense that they cared about the situation and wanted it resolved as fast as possible

Ruth is the best - every year!

Was very helpful and kept me updated on a friend's situation

Kerri and the Homestead Funding team are incredible. They listened to me, explained (patiently) and answered all of my questions thoroughly. We were working with a shor ... more

This is too awesome

Easiest tax return process ever. Upload info, draft returned, done. Responsive to questions. Very professional. Very competitive rates. Have used them for 3 years now ... more

Daniel Farmer and the Tax Defense Network did an exceptional job in assisting us with our tax issues. Daniel explained the process and options to us in a very detailed w ... more

I had the pleasure of working with Kyle and his DKC Lending Team, and I can't say enough about the exceptional service they provided. From start to finish, my experience ... more

Karen was really helpful and nice. Beautiful atmosphere. Everything is easy, easy to deposit, easy to withdraw, easy to get a checking account. Highly recommend.

Mark was extremely professional getting our notary done! I highly recommend him in this location

Went in December & 3/4ths of the store was alcohol. Idk about calling it Island Market more like Island Liquor. Prices were too high & the guy at the register said to not ... more

Amazing service

I have had both a business and personal account at this bank for approximately 10 years with a personal account of approximately $300,000. And a business account of appro ... more

Dad's been banking here for decades, and now I do, too. The staff at the Clearwater branch at 3021 Enterprise Road East, in particular, has been more helpful and friendly ... more

these people at Regency Bank have incompetent people working there. My brother went to wire me money directly from the bank to my bank. regency bank employees ended up s ... more

Deciding to invest with Edward Jones via Fiona Melvin has been one of the best decisions of my life. After years of making unguided financial decisions, I am much better ... more

Karen and Elaine are amazing! I used to work for a company that uses them (and they still do, I just dont work there anymore). I opened a couple of accounts there, and al ... more

Worst customer service, combined with the most arrogant staff! You know who you are Jeremy!

Working with Darcy has tremendously helped me overall. She gave me excellent advice to bring down my total debt and also set up a savings account for investing in my fut ... more

All the staff members there are very helpful and knowledgeable. Kudos to Andrew!!! Perfect gentleman with manners you don't find that too often. Please may you mention hi ... more

Very professional and straightforward. Coming from a person that is not great at finances and does not know much about investing or saving, he made it extremely easy and ... more

Five stars for this machine from Coinhub I am very happy with my btc purchase.

Great investment counselor

I met with Armand Sheqi, an exceptional banker today. He helped me get my application approved instantly when I have been waiting WEEKS. He sat down and listened carefull ... more

it's 9k

Jodie was recommended to me by a friend, and I’m certainly glad she was. She has been open, helpful, communicates clearly and promptly and made it clear from day one th ... more

Might be a tad biased, as his daughter, but hes truly the best!

I absolutely love the little reward they have also it can include anything which can be donuts coffee buy so many things for free drinks snacks and I mean like $.25 a gal ... more

I love my Chase bank! I handle all my banking through the app and the Chase ATM's are convenient for deposits and withdrawals!

Stopped in to meet with our financial advisor. It was a good meeting

So far, my personal experience has been a positive one. Very professional and proficient staff. Very pleased and so is my sister whom I referred.

We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retiremen ... more

Jennifer is an excellent financial planner and advisor! Jennifer and Eric are extremely professional, always available and are incredibly responsive. I highly recommend t ... more