BedRock Asset Management LLC - Punta Gorda (FL)

Maggie Hendricks Redemption has been a true blessing to me! Im able to live stress free knowing my debt is being taken care of with affordability. The staff is so nice and such a blessing. God make a way through them!!

Luci Forrester Greenwise Financial Solutions. They are a great resource to work with so far.. good manners, great explanations. Very thorough. They really want to help you in the best way they can. They aim to please. I am satisfied with their service.

Angelstar Colon Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bonds etc. We know we are in great hands when it comes to our money and Elizabeths great knowledge of how to handle it. Thank you for everything. We have been blessed having you as our financial planner. If you are on the fence about having a financial planner go see Elizabeth and you will be happy you did.

Evelyne Grant Danielle provided excellent customer service. She was extremely friendly and was able to assist me quickly. Her positive attitude and efficiency made my experience a pleasant one. I would highly recommend her to anyone in need of assistance at this location. You will leave with a smile. Thank you, Danielle! Best location.

305 Patty Cake “PattyCake305” Never call back as promised.

Molina & Son Brick Pavers, Inc. The team at Adelson Group has been an incredible resource in helping me feel more confident about my financial future. They are knowledgeable, professional, and truly take the time to understand your goals and needs. I really appreciate their thoughtful guidance, consistent communication, and ability to explain complex financial matters in a way that’s easy to understand. Its clear that they genuinely care about their clients’ long-term success. If youre looking for a trustworthy and experienced advisory team in Boca Raton, I highly recommend the Adelson Group!

Elilzabeth Haeussler Shawn has been my financial advisor for several years. I have known him for a long time. He provides excellent personal financial advice and service which he customizes for my financial situation. I would recommend Shawn even if you are not resident in the Pensacola area.