Anchor Financial Services, CPA, PA - Stuart (FL)

Cameron Combs Excellent service always! We love Mr Rob. He always is happy to help out and answer any questions you may have! Very nice selection of guns and ammo as well!

John Faloni I’ve known Ben for a while now, and he’s always brought a sense of confidence and clarity to my financial plan. The entire team has been professional, responsive, and invested in helping me reach my goals. Working with them has been a great experience so far, and I truly feel my future is in good hands.

Betty Bost We became clients of Rossi Associates when Steve Sr was there and continued when Steve Jr took over. Wouldnt consider having anyone else handle our finances. Hes never steered us wrong and we trust him explicitly. His staff is great.

D Shea Always extremely helpful, the staff goes above and beyond to answer questions or give me honest advice even when it does not benefit them in any way. I recently left Wells Fargo as they wouldnt open an account for me with out an appointment. I went to Truist instead and they had multiple employees wanting to help me even though they were very busy. It seemed as if everyone was qualified vs other banks where employees never deviate from their assigned role.

Antonio Insausti I’ve seen firsthand how dedicated they are to helping small business owners access the right funding solutions. Their team is responsive, professional, and truly focused on results. If you’re looking for working capital, equipment financing,  lines of credit, commercial real estate lending or C-PACE, Fortis delivers.

ADA Property Investments Since 2019, David at Lord Mortgage & Loan has been our go to guy here at ADA Property Investments, llc. Not only is he super knowledgeable but he is also a great communicator, making sure we know step by step what to expect and do during the home and investment purchasing process. He has closed several deals for us so far and we will surely continue to use his services in the future. Thank you David! Tiffany & Di

Cameron Amend Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!