Annuity Consult - Joseph Roberts - Sebring (FL)

David Silverman Needed a notary stamp and had a very pleasant experience. LaShaun met with me promptly and took care of my needs in a very professional and friendly manner. What more can you ask for! Will definitely use again for notary services.

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!

Kelly Lyons I have been with i think financial from day 1 When it was initially called oculina! Manny has helped me along the way from fort pierce to stuart. The whole staff at the stuart location are friendly and helpful. Its a great credit union to join .

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.