Affordable Loans LLC - Largo (FL)

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.

Nicole Shrimplin Nicole Leblond Bill and Blue Orca Financial Services have been great to work with and always give us our financial statements right on time each month.  He answers all our questions and helps us work through any issues we have and we never have to worry about getting a surprise extra bill for the time it took.  Very knowledgeable and professional and I definitely recommend!

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

305 Patty Cake “PattyCake305” Never call back as promised.

Michelle Campbell Michael Smith was so amazing with my parents. He has walked through step of what they needed to do and take care.

William Garcia Miranda Gutierrez and her team were incredibly helpful when I was shopping for home insurance. They went out of their way to explain how I could save money on my policy and the tradeoffs involved. Even though I was rate shopping with different insurance providers, Miranda encouraged me to get a revised quote with my existing provider despite it potentially going against her own interests. That level of integrity is tough to find in an insurance agent and I would highly recommend working with her team.