Addition Financial Credit Union - South Orlando - Orlando (FL)

Ida Konow I have known Mark Bras for many years. I have entrusted him with my finances. He routinely reviews with me my investments and answers any questions I may have. He has always returned my calls in a timely manner.

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Eileen Daly Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!

Joseph Smith got hacked last night lost access to my account, didnt even have to call the cops, truist refunded the party involved the whole life savings

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

sergio guerrero The worst financial institution with the worst products in addition to high interest rates, I have been paying a loan for 3 years, not even the pandemic has made me stop paying the installments, it is worth mentioning that within my installments I pay for insurance that they offer in case I have a medical problem, something happens and I cannot pay my installments because that day arrived, February 10, I had a stroke and I was in the hospital for a week and even so, I have not stopped paying February and March but already April it is becoming difficult for me to pay because I said I am going to collect the insurance, it turns out that I applied, I went to my doctor, he filled out the form with the information he had but some fields were left to fill out because it did not correspond to him but he did fill in the most important ones, such as the diagnosis, the date he gave me, the hospital where I was, the information of the therapies, etc., well, it turns out that they are attending to the fact that they did not put the day they disabled me and when until when I will be out of work, which seems stupid to me because if I had a stroke on February 10, since what day did I start the Disabled? And I dont know when Ill be discharged because the therapists are asking for six more weeks of therapy, and I have an appointment with the neurologist until June for a checkup. Theyre shameless. I spoke with an insurance representative, and it was agreed that they want that filled out, but the general practitioner cant fill out information from the hospital or the specialist. I have an appointment until June of this year. I told her I could send her the hospital documents, but they wont accept anything.