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Bankes Planning Associates

2420 1st Ave N, St. Petersburg, FL 33713, USA

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Detailed Information

Place Types Bank
Address 2420 1st Ave N, St. Petersburg, FL 33713, USA
Coordinate 27.7716781,-82.6663822
Website http://www.bankesplanning.com/
Rating 5
Compound Code Q8CM+MC St. Petersburg, FL, USA

Reviews

Mark Knoedler (04/02/2021)

When you thing about your money you need to have someone you can trust, who has a reputation for helping you with money decisions. Bankes Planning Associates is the name in the dictionary under the word Trust Worthy and/or Professional.nOur family has been dealing with Jim Bankes in the accounting world for more than 30 years. Jim has always been a professional and through the years has become a trusted friend as well. Patti was added (great choice) and it only made both the friendship and the business side of our relationship better. If you need straight answers to tough questions and advice with money look no further than Bankes Planning Associates. Jim and Patti can handle anything you need in the most professional and friendly manner. I rated them as 5 stars because that's the highest I can on this review but if there were more I'd go higher. They are definitely a 10 in our families mind!!

Kat Darren (04/01/2021)

This firm is a 10 star rating. They are professional, friendly and go above and beyond for their clients. They are extremely helpful with the navigation of the the new paperless system. Patti is very helpful and makes you feel comfortable and secure. Many thanks for all your help.

John Webley (07/10/2020)

We appreciate our proactive working relationship with both Jim and Patti Bankes, both professionally with my small business accounting taxes and personally with our personal investments and taxes. Always accessible to us for concerns and questions. Always helpful and insightful. We believe in the integrity of this couple and their business.

Karianne Ramsay (07/10/2020)

Highly recommend Bankes Planning Associates. There are not enough words to express the level of expertise, professionalism , and knowledge Jim and his staff have. Not only are they extremely knowledgeable they treat you with care and give you the utmost sincere attention. Look no further in your tax and financial needs, one stop shop.

Peter Gabra (07/10/2020)

Jim is a both knowledgeable and extremely professional with the wisdom of 100 average CPA's. I would recommend him to all my fellow business owners. He has both helped me grow as an individual and continues to add value to my businesses.

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