7th generation advisors - Hollywood (FL)

Catica U Working with Darcy has tremendously helped me overall. She gave me excellent advice to bring down my total debt and also set up a savings account for investing in my future. Darcy is professional, friendly, knowledgeable, easy to talk to, and is very good at what she does. I am so happy I found a really good financial advisor. I highly recommend Darcy!!!

Samantha Reeves This company has a very rude and not so caring lady working there. My nieces, nephew, my dogs and me were walking and needed to stop for a break to cool down under a tree and get a little water from the outside spicket. The lady immediately came out screaming at me to get off the property that I was trespassing. I tried to explain that we had just stopped for break, but the lady just kept screaming at me to get off the property and slammed the door behind her. Now this is after we done walked 20 minutes and our water bottles had ran dry. We just needed a few minutes and a little water to get us back to walking home. I dont understand why people a so rude and dont care for others. No wonder this world is the way it is. There was no reason for the lady to be so nasty, we were not destroying or defacing the property in anyway. Just needed shade and a little water. I am so mad and upset that someone can do or say nasty things to kids and/or animals in this heat.

alex lewis Aaron’s a fantastic financial advisor! He’s super approachable, breaks down complex money stuff into plain English, and makes you feel at ease. Whether you’re planning for retirement or just sorting out a budget, he listens, explains things clearly, and tailors advice to your needs. Highly recommend him for anyone looking for guidance without the jargon!

Tom Sullivan I’ve been a client of Jaime’s for years. In fact, I was with her father before she took over his practice. What I like best about this firm is they shoot straight. They speak to me in plain English and always offer sound advice.

Iesha Wehrley If your company offers Lincoln for benefits DO NOT TAKE IT!! They are problematic from the start. My situation my husband had take short term disability for shoulder tear & bone spurs. Something that requires minimum of 4-6 weeks. We provided the paper work plus updated paper work after he got of surgery that he had bigger tear than they initually saw on the MRI. So the Dr fixes the tear & updates the FMLA paper work. We updated & uploaded. Now we are at risk of not getting paid because they dont know how to do a job. Dont call back after several phone calls , As well icing on the cake the customer service treat you like your dumb.

Jill Cole Thank you for your help! You answered my questions in a very straightforward and honest way. I will definitely come back and recommend you to others as you were recommended to me.