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Closed
10015 Gallant Ln, Tampa
Investing
“My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.”
“First time member and was very pleased with my visit. I was helped immediately after checking in for my appointment. All my questions, comments, and concerns were answered accordingly. I was very pleased with the service and overall quality of the visit.”
“This location is the nearest branch to my home. Any time a in-person trip to the bank is necessary, I've always been able to get my problems/concerns addressed promptly and professionally.
Specifically, Irianni Gonzalez went above and beyond in assisting me. Thank you!”
“We love that we have a physical office to support our needs. Dena has been invaluable with helping us with ensuring we have the resources to make financial decisions, including specialsts who van jump on a zoom vall and do one-on-one training. She has also been invaluable in dealing with paperwork. I just wish they could notarize documents, similar to other banks, for us.”
Investing
Investing
Investing
Investing
“We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!”