Bank of America (with Drive-thru ATM) - Okeechobee (FL)

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Sinold Casimir You feel welcome anytime you walk to the office. They have a great customer service

mathew johnson If you want your taxes done and done right, come to this place. Ive worked with Craig who was able to repair my tax return that was screwed up by another tax place and sort out my business return. I referred all of my kids to him!

Carl Bill (Bill Carl Voiceover) Joel is not only an excellent financial advisor, hes a tremendous resource when it comes of related areas like estate planning and the ins and outs of starting and maintaining a business. Not only does he handle our accounts but that of relatives weve referred him to. Bottom line: Hes honest, candid and hes grown our money. End of story.

James McFarland We have been clients of Premier Wealth Planning from its inception some 12+ years ago. They are a most professional firm and my wife and I recommend them without reservation. We have been working wih Evan Enisman since we started with Premier and find him to be extremely knowledgeable and highly professional in addressing all our needs and any concerns or questions we may have.

Trent Welch Brent is an excellent financial adviser, he really wants to see you succeed!

Drew Elizabeth Unseth So pleased with Bayview! We found their staff to be responsive and available at any time, complete with thorough and comprehensive planning services! Would highly recommend Bayview!