1st Financial, Inc. - Kissimmee (FL)

Kit Carlson Matt is very professional, knowledgeable, insightful and gets right to the point. He wasn’t hired for his personality, but rather for his expertise. Did an excellent job preparing our wills. Have recommended him to others.

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

LIC Sons Production Very wonderful RVP. Knows what she is talking about

Judi Lund I dont know where the bad reviews come from but have been doing g business here since Lake Butler location closed and they have been great from drive-thru to solving problem with a U.S. savings bond over 25 years old to recommending who I should deal with there to get a better return on my savings, to taking me outside to at. And showing me how "new" system works. I travel every summer and never have a problem with using my card wherever.

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .