Amerant Bank - Hialeah (FL)

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.

Mr. Tallahassee Bill is the best person. He always remembers whats going on my life. He has actually told me not to buy one of his products at the time because he knew I should focus my finances on reducing debt.

S Rehbaum Outstanding person and always takes time to get to know your goals; gives excellent advice and very knowledgeable, but not pushy. Highly recommended!

Zakariah Dorman Taja Dorsey at the Gulf to Bay location was the best person I could have spoken with! Truly amazing employee and deserves a raise! Thank you for all the help!!!

Cliff Cannon Ive used Honor Financial since the early 2000s. Mike and team have been consistently helpful, honest and communicative regarding my investments. They have a personal touch and a watchful attitude on the market. I feel like a real customer, not a number on a list. Im just getting to know Matt, but I see that he has the same work ethic as the rest of the team.