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Financial Advising reviews in Tampa

Real People ~ Real Reviews ~ Real Results

  • Her charges are based on individial needs. My husband would say that she earns her keep. She easily makes enough money for us to keep her services. She doesn't pressure us, but reminds us what we need to do.
    - DONNA S.
  • At first I was pleased, I felt for $300 I was getting my money's worth. But in the second year, the annual fee was raised to $400. At closer glance I noticed that all year Provider name locked. had been automatically deducting $20 quarterly fees for the Provider name locked. One checking account. Then I started realizing that Provider name locked. talked me into signing up for things (like a life insurance policy) where Provider name locked. itself makes money off of the policy. It's a total conflict of interest. Provider name locked. is not an independent financial adviser. It will make money off the things it gets you to sign up for. They're very nice, professional people, but I wish I never got involved. I have more money taken out of my account than I can afford, and I'm having a hard time untangling myself from this mess right now, because you get the strong sell to stay with them. And with all of these fees, I don't think I've come out ahead. I'd probably have more money now if all along I had just stuffed it under my mattress!
    - Lisa H.
  • Provided excellent customer service at a nominal cost. When the bank holding the money Provider name locked. account she set up for us screwed up and didn't send our checks in a timely manner, Provider name locked. paid the wire transfer fee so that we could move part of the money to another account in order to write checks.
    - KELLY L.
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Financial Advisors in Tampa

Companies below are listed in alphabetical order.
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