1st Financial, Inc. - Kissimmee (FL)

JP I have been a friend of Art for many years. Long time radio listener on the “art of money”. He is a wealth of resources and anyone looking about retirement or close to retirement. Don’t hesitate to talk to Art. Art even bought my Fat Boy Harley from me.

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Donald Mulac Great

Lamarche Gage Damaris has done my taxes for the past 3years. DAS is very knowledgeable about personal and business and always provides what’s in my best interest. She is very thorough and always gets the job done in a timely manner.