Keywords: establishment,finance,insurance_agency,point_of_interest

Leeward Wealth Management - Leslie A Valant, AAMS - Financial Advisor - Key West (FL)

Address: 🏡 3144 Northside Dr #201, Key West, FL 33040
Phone : +1 (305) 304-4110

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5_k1Ej630YgRNa_cvnjd2vo

Others Near Key West,FL

  • Top 15 Financial Advisors in Key West, FL

    09-2025 Leeward Wealth Management - Leslie A Valant, AAMS - Financial Advisor in Top 15 Financial Advisors in Key West, FL
  • Edward Jones - Financial Advisor: John Picco - Key West
    M M: Not very available, and will not make time to advise you if you don’t have enough money for him to play with. Passed me off to a scammy online services account because I didn’t have a large enough income for him to care about me or my finances
    First State Bank Of The Florida Keys - Boulevard Office - Key West - Key West
    OK OK: The bank manager and assistant were incredibly welcoming and friendly! They were so professional and made everything easy to understand. Their clear communication was never pushy; they took their time to explain everything patiently. I am very satisfied and truly enjoyed opening my account. It was a wonderful experience! Ms. Suri was such a pleasure to talk to! She helped me open my account and was very professional, polite, patient, and friendly. Thank you, Ms.M Suri. you are the best!
    Keys Federal Credit Union Southard St. Key West, FL - Key West
    Jay dawn: I had such a wonderful experience with Keys Federal Credit Union thanks to Grace’s outstanding customer service. From the moment I walked in, she was warm, attentive, and truly went above and beyond to make sure all my questions were answered. Grace took the time to explain everything clearly and patiently, making what could have been a stressful process feel easy and comfortable. She’s professional, knowledgeable, and genuinely cares about helping people. Her kindness and dedication really stood out, and I left feeling confident and supported. Thank you, Grace, for making my visit such a positive one!
    First State Bank of FL Keys - Stock Island Office - Key West
    First State Bank of FL Keys - Stock Island Office
    Michael Conelly: I used their ATM machine yesterday attempting to make a withdrawal for $260, the cash became stuck in the dispenser, and as I attempted to extract it, it was sucked back in. I immediately went into the office at which time they told me there was nothing they could do as I was not a member of the bank. They showed no concern for my plight, gave me no info other than contact my bank, and the more questions I asked that they could not answer, with no other customers whatsoever in the bank that I could be delaying, they eventually asked me to leave or they "would call the police". They had no interest in checking the ATM or contacting someone else who could. I left quietly and later thought I should have been the one calling police and maybe they or someone could have viewed the CCTV footage that records all ATM transactions. Phew! Thinking I would never become a member there for real now.
    Bank of America (with Drive-thru ATM) - Key West
    Club 777: I have been coming to this branch 8+yrs, but I had my best customer service ever from Stephania, she was super attentive, helped with with everything, I needed a lot of things done, she did them all with smile and fast! Thank you Stephania!
    First Horizon Bank - Key West
    Jesse Barron: I am editing my review because I posted after my first experience at this branch. It must have just been a nasty teller because I have not seen them since on my many visits back to this particular branch. Sometimes companies mistakenly hire not-so-great people and have to adjust, which they did. All that matters is they seemed to get rid of the person likely driving low reviews. I love going into this branch now. Everybody is so friendly and the service is quick.
    First State Bank of the FL Keys - Main Office/ Simonton Street - Key West - Key West
    Rachel A Garreau: The bank team service e handles calls and visits an expedient manner. Very friendly and professional
    Consumers Financial Mortgage Company - Key West
    Terry H: Matt and his team made things seamless, from making sure we knew what was going on weekly to giving us advice on the best options for us. They were not just there for the transaction they were there to make sure you were comfortable with the transaction.
    Key West Mortgage | Fidelity Home Group - Key West
    Key West Mortgage | Fidelity Home Group
    Ann Dixone: I would recommend Charley in a heartbeat! He communicated with me all the way through the refi process in a manner second to none. Quick and easy! Just the way I wanted it. Thank you Charley for all your leg work!
    Heather Roberts | First Horizon Bank | Mortgage - Key West
    Caitlyn Rivard: THE BEST loan officer in Key West! My fiancé and I were first time home buyers when Heather helped us in purchasing our first home! Not only was Heather super helpful throughout the entire purchasing process, but she was so reassuring and quick to respond when we needed her assistance! I am so beyond grateful for Heather! 10/10 highly recommend to anyone looking for a truly incredible loan officer. Thank you so much Heather!!!