Ben Sims Financial Group - Okeechobee (FL)

Frank Nathe I have worked with Til Sowdon for years. He has provided nothing less than exceptional service. Excellent advice, long term planning, appropriate investment products, follow-up, attention to detail, patient with explanations, and regular reviews. I have the utmost trust for Mr. Sowdon and Legacy Financial Advisors for placing my interests first and I highly recommend him.

Gina Edwards My husband and I have been working with Pete for years. We always feel welcomed and comfortable in his office. He has always made me feel like, no matter what, hes determined to help us make the best decisions for US.

Jessica Nichole Justin is always so great at the Lakeland store. Been going thru liberty for 10+ years and I’ve never been disappointed. Between Justin and Jenny you can’t go wrong !

DestinatioNow John and Matthew are extremely knowledgeable and quick to respond to every email and question. They have helped us navigate our first year as new business owners and we highly recommend JRM Financial Associates for both business and personal services.

Diana Husband I was looking for a fiduciary to do a spot check on my finances and John was the absolute perfect person for the job. He was incredibly prepared, knowledgeable, and provided me very actionable advice and his perspective on where my finances stood, and items I could improve. He provided me the foundation I needed to understand some of the financial principles and helped me understand how to use the tools available to my advantage. His time and skillset was well worth the money and I would absolutely recommend him to anyone and plan to use him again in the future.