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“My experience this morning at Charles Schwab's office at Tyrone mall. Was exceptional client relationship specialist Jeff Peterson was able to help me open a new account. Fund, another account very proficiently. I would Highly recommend this office.”
8:30AM - 8PM
100 Fountain Pkwy N, St. Petersburg
Investing
“I worked in a restaurant and they wanted catering for a business promo... they ordered and I delivered it...I was a bit confused being 2 buildings had same address but they guided me to the right location. Perfect...I had a lot of food met me outside with a cart... saved the day.. I couldn't imaging trying to navigate myself inside with loaded food. ... with me... and they loved everything became great costumers.”
Investing
Investing
“It has been a pleasure working with Jim. My husband and I are able to retire at 60 because of the financial plan created by Florio Wealth Management. Also, Florio Wealth Management takes their fiduciary responsibility seriously. There were several times Jim steered us away from an investment that would have been in his best interest but not ours. Integrity like that is rare to come by these days.”