Saint Petersburg, FL Financial Planner

Bank closed since covid-19 started. Useless. This branch is now permanently closed.

The best at what they do.

Wish I had opened accounts sooner with Amuni Financial. They have done great things with my money! The people who work there are all so pleasant and knowledgeable. I lov ... more

John at LeWalt Consulting is phenomenal! Not only is he extremely knowledgeable, but he can actually explain very high level information in a way that you can understand ... more

I wrote a check for a deposit to my flooring contractor, with a job that was to begin the next day. He deposited it in his Bank of America account, and was told that the ... more

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

Deidre had great answers to all my questions. She is easy to work with and very knowledgeable.

Lisa is professional & courteous in every endeavor, and works hard to get the best results for her clients. I highly recommend her financial services.

I have met several financial advisors out of this office and all have them have been very professional and knowledgeable. I recommend them and this office to every person ... more

Love me some Rhonda. Great service and knowledge.

Out standing quality service fast very efficient I had a issue transferring funds from my savings account to my check account over the phone very rude not helpful so I wa ... more

My experiences have been very positive thus far. I just moved to St. Pete from NY and appreciate having a branch walking distance from home. Johanna Watts-Clarke, a Senio ... more

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 recomme ... more

There's no drive-thru in any the Bank of America's anymore and I have to go in and this one and the other one on 60th Street. I don't know who designs parking lots that m ... more

Does anyone actually work at Transamerica Financial Advisors? There is not a customer service team, no one answers the phone. Only a voice mail box and hoping someone cal ... more

Friendly service as always

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 a ... more

The best place to get help with financial services.

I really enjoyed meeting with Helen, and if I had enough assets to justify having a CFP to guide me, I would not hesitate to enlist her services. If you are in a position ... more

I was referred to the Carlson Group by friend who's used their services for many years and am so impressed with the financial gains they've produced that I'm convinced Ma ... more

RSM is a great CPA firm and I'd recommend them to anyone. They've handled my accts for years for several of my clients both big and small. Toria is amazing! I'm so thankf ... more

Great team!

Financial Institutions Division (FID) is the independent bank advisor channel for Raymond James Financial Services which is the independent broker dealer of Raymond James ... more

Just purchased my home with Raymond James Trust and received above and beyond excellent service with my Mortgage Consultant Ashley Turner. Ashley was the best and so hel ... more

Koch Financial Services is a top notch financial planning agency. The staff are not only friendly but extremely knowledgeable. I feel confident in my ability to retire be ... more

Great financial advisors! Very trustworthy team.

Excellent service with Sr. Jesus, kind cordial, helpful, always attentive and patient, with excellent conosimiento del rea, posedo cuenta del banko yo, mis padres y herma ... more

WORST DECISION! Please don't let them fool you and go somewhere else.

Horrible Bank of America. No tellers and even the atm doesn’t work. May as well close down the branch I’m not sure what purpose this place serves whatsoever. Garbage ... more

My checks are always late they don't take calls. They make their money on poor people but after they take their fee they go home

True professionals with a great facility. Easy parking and great location!