AVID Planning - St. Petersburg (FL)

5 /5 Sandra Wood: Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didnt. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them!

5 /5 Hussain Ishrain (Ish): I could never imagine investing in a financial advisor because I didnt realize what an impact good ones make. My husband and I, both were skeptical at first. However, based on a recommendation from my manager, we decided to give David and Jack from Avid Planning a try. And were so glad we did! From the get-go, Jack and David have been financial rockstars. In less than a year, they have helped us streamline and simplify our debits and credits. We now have better clarity on our financial goals and long-term plans. Their expertise has guided us to align our different financial goals and meet in the middle, something we struggled with before. Thanks to their advice, were able to spend on what matters most to us and intentionally save, knowing exactly what were saving for. Jack and David have been incredibly helpful and patient throughout the entire journey. Their personalized approach and genuine interest in our financial well-being have made a significant difference. For anyone looking for a financial advisor, we wholeheartedly recommend David and Jack from Avid Planning. They’ve transformed our financial outlook and have given us the peace of mind we never thought possible. If you want to feel comfortable and confident about your financial future, David and Jack are the ones to trust.

5 /5 Nicole Fietz: Weve had the pleasure of working with Dave and Jack for the past year, and their expertise has been nothing short of transformative. From the get-go, they took the time to understand our goals and vision for the future, and collaboratively, we crafted a comprehensive plan to get there. They walked us through options to simplify our accounts and systems, ensuring we had a clear picture of where our money was and where it needed to go. On top of that, Dave and Jack diligently reviewed our insurance policies, ensuring we had the right coverage to protect what matters most. Their assistance with estate planning has been invaluable, helping us secure our future with thoughtful and thorough guidance. What truly sets Dave and Jack apart is their approach—they understand each person is unique and strive to understand their clients first and foremost. Additionally, theyre knowledgeable and professional without being pushy. They always respect our decisions and offer advice thats genuinely in our best interest. Their commitment to our financial well-being is evident in every interaction, and we couldnt be more grateful for their guidance and support. If youre looking for financial planners who truly care and have the expertise to help you achieve your goals, look no further than Dave and Jack.

5 /5 Skye V: David and Jack helped me overcame my anxiety over finances. Thanks to them I was able to gain understanding of not only how to manage my finances but also manage my emotions around money, spending and financial security. They helped me to set realistic goals to achieve. I am very grateful for the team.

5 /5 Craig A Kizewic: I have been with AVID for 17 years. David and Jack are absolutely amazing. I have referred friends and coworkers to them and they are impressed as well. I could not be happier with their services, knowledge, continuous updates, education, meetings and financial guidance. Truly a great team and highly recommend them.