BedRock Asset Management LLC - Punta Gorda (FL)

Sherri Brown Just have to give compliments to Tymeka at the Port Malabar Space Coast Credit Union. Truly a very dedicated, caring , and knowledgeable employee. We needed to gather some information in limited time, and she did not disappoint us. She helped us gather everything we needed. I am sure she goes above and beyond for any customers she is assisting. She is truly an asset to Space Coast Credit Union, and we are truly greatful for all her help. Would recommend if you have banking needs.

Elizabeth Fabrizi This company goes above and beyond anything I could have imagined from an insurance broker. I work directly with Maria, and she has truly been a lifesaver in so many ways. Not only do they find the best, most personalized coverage for your needs, but they also make it completely effortless to navigate and deal with insurance companies when the unexpected happens. Their dedication, professionalism, and care are unmatched. I will never go anywhere else.

Patricia Powell Mr Lloyd is very very good at his job. He explained everything so I could understand.He answered all my guestions with easy to understand answers and to my full understanding.He is a very good account representative.

Angelia Kennedy Jason is a stellar Financial Advisor. After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices. His genius at navigating choices and building to procure the future for ones self and family allows for a better nights sleep and a lot less stress. This a business relationship with longevity, and Jason invests in you like a friend.

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

lamya me Thank you so much for your help and resolve my issue with other places They’re very helpful and friendly and kind special Jonathan was a very helpful person with my issues

Joe L They have been doing my taxes for years they do a great job Joshua is the best