Very caring, effective, personal and concerned about us personally. We are not wealthy but they…read morespent a lot of time with us helping invest our 401k monies and saved us money on taxes. a great group of professionals qualified in all areas of financial investments.

From the owner: As an independent financial firm, we are dedicated to personalized service with uncompromising…read moreintegrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, reliably growing income, and potentially increased returns with reduced risk.

Cathy Wagner, CFP in Palm Harbor. Really let us down. No growth in our money, and paid her twice a…read moreyear for advice which was to "save more money"!

From the owner: We are a mother-daughter team that shares a passion to help others create financial independence…read more We offer holistic wealth care by managing our clients' financial life and their overall well-being. We seek to put the needs of the client first, delivering unrivaled service and support throughout life-long client relationships.

Call me 3 times a day, every day. When I ask to be taken off their call list they hang up. Avoidread more

In our search for a retirement advisement team, we came across the Sterling Bridge team who took…read moretheir time to fully understand our assets & timelines. Asked on their modeling & growth/income methods, they prepared and proposed a long term income & market growth strategy that fit to our needs and risk levels. Additionally, they offer estate mgmt planning, tax prep & health care provider advisement leveraging knowledgeable partners!

do not use this scammer to help you if you are facing forclosure, she is a scam artist and will pay…read moreyou $$$ to modify you mortgage and provide you assistance with a short sale negotiating settlements. all sounds good in the beginning, however you will lose your $$$. this is your warning!!

Denise is the ultimate professional - dedicated to what she does and devoted to her clients. As a…read morenon-attorney consultant she's saved many friends and clients money by not hiring an attorney and her results speak for themselves. She also knows when a client really does need to consult a lawyer and she assists both the client and attorney. I know I'll keep referring her business.

Tony and Chris have both been so helpful - literally going out of their way to help me. Both are…read morevery knowledgeable, professional and friendly to deal with. I can not say enough positive comments about these two men. I would definitely highly recommend them!!

From the owner: As part of our founding mission, we focus our expertise on strengthening and securing the four key…read morepillars of financial wellness: Asset Risk Management, Income Planning, Incapacity Planning, and Legacy Planning. Through this comprehensive approach, we endeavor to provide our clients with strategies that simultaneously protect what they value most while advancing and achieving their ambitions. We are confident in the effectiveness of this approach and strive to instill true confidence in all stages of your life

Gulf Coast did a good job with our taxes. Thank you! Life is…read moregood with professional help!

From the owner: Gulf Coast Accounting & Tax Services is a full-service accounting firm that works with individuals…read moreand small businesses in the Palm Harbor, FL area. Since our inception in 2010, we have taken a personal approach to our client relationships. We focus on our core competencies while providing year-round tax compliance and planning services for businesses and their owners.

Doris Muller has been my financial advisor for a couple of years. I feel very comfortable with our…read morerelationship, as she has guided me through these uncertain times. She keeps me informed and up to date with my investments. I would highly recommend her.

Doris is the ultimate professional with over 25 years of experience in the business. She has…read moreflexible office hours to accommodate working schedules, which is a big plus. I look forward to having her be my coach as we plan my financial plans for the future. Doris is not jut my financial advisor, she is my friend. And we both love animals!

I've known James Spicuzza for years now and I am so happy with my decision to use his Financial…read moreAdvice services. He provided me with the information I needed and was very professional. James took the time to understand my financial needs and goals and helped me to come up with a financial plan I felt comfortable with in order to help me prepare for both my short and long term financial and life goals. I will continue to use James in the future, and recommend him highly to anyone seeking a financial representative or financial guidance.

From the owner: The Trust Group Financial is an independent estate and retirement financial planning group serving…read morethe Tampa Bay community since 1985. For over 32 years we have specialized in helping our clients protect and preserve their hard-earned assets. Experience the difference. Let's begin the process of building a special relationship that will last a lifetime. Visit our website at www.TrustGroupFinancial.com and download one of our complimentary retirement guides.

I had an appt with Chris and he said he was going to review my investments and give me a plan on…read morewhat I should do. I came in for a second appointment and he went over the different ivnestments with me. I told him which one I wanted and asked him to email me the final plan. He had me paid $500. However, he never gave me a written plan even after months and several requests. He kept emailing me docusign requests to sign and to transfer my money over. When I asked him the tax implications if and when he has to sell my stocks before transferring my money into whatever investments/annuity he has? He said I'd have to wait and he will let me know after the fact!! I asked him what kind of annuities he plans to invest my money in and if I can get my money back whenever I wanted or how long it will take for me to get my money back? He then said some of it will only allow me to take out 10%/year; this means he just guaranteed a pay check for himself for the next 10 years and if something happens to me, my beneficiaries will not be able to get the money out for another 10 years. And when I asked for my $500 back since he did not do anything to earn it, giving a investment plan, as the law requires him to do so, he refused. Then his dad, who Chris included in all the emails to and fro me, called and emailed me back and left nasty messages for me. They wouldn't refunded my money until I threatened to complain to FINRA. I did not get my money back for months and when I questioned Chris, Bobby wrote me an email basically stating that he did what he was supposed to and if I did not get the money back, tought! So I asked him back that if one of his clients wanted to get their money out and did not get it back, would he say that to them? Run away from these guys, they don't care about you and your well being. All they care about is getting themselves a pay day and if something goes wrong, you're on your own. If you decide to go with them, you should ask all the pertinent questions and have them put the plan in writing in details before transferring your money to them.

Very disappointed and disheartened after I turned to this company to assist me with moving my…read more401(k) monies. I had worked at a company for twenty-nine years. During these years I had scrimped, did without and saved money to have a comfortable retirement. Unfortunately they took two-thirds of my money, for what, I do not understand. I did not save all my money to hand it over to a company that, in my humble opinion, did not earn as much of my money as they took. Life will not be as comfortable as I thought it would be in retirement and I am still doing without and not enjoying retirement.

Very rude and unprofessional employee …read more No private parking signs Threaten to tow my vehicle

This branch was very helpful with answering questions about my 401-k. I also needed to recover my…read moreaccount information and they helped me get hooked up with the financial app. I definitely recommend Schwab.