Baird Private Wealth Management - Stuart (FL)

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Jennifer Meritil This experience has been amazing, we were in need of the funding since we are waiting in a two year long lawsuit. It has hurt us financially and although we know it will be worth the wait. There are some things we can’t wait any longer to handle. So I contacted Louis at Delta funding and he was amazing with a capital A!!! He made sure I got what I needed and helped along the way. He was quick and very professional. Everything he said would happen with the fist call happened right away. I would recommend him to anyone. I kinda wish we knew him personally because I believe he is an amazing guy. THANK YOU SO MUCH LOUIS AND DELTA FUNDING FOR HOUR HELP HOH SAVED US.... Jennifer

Carol1 We have been clients for over 20 years, Clinton has been a mastermind of our financial well being. The Staff is also a tremendous asset.

Elizabeth Gonzalez Yasnery rodriguez, sonia Guzman, & maria marines were the best in helping me out! Amazing customer service and very helpful in the whole process. I will definitely be coming back to this advance america. Thank you so much!