Bibby Business Financial Services - Miami (FL)

Charles Johnson Connor Johnson at the Naples Stifel branch is always so helpful and does a great job! I highly recommend him, if you are looking for a financial advisor!

DeAnne Carter 5 stars is NOT enough! Haley & her staff @ Hometown Jewelry & Loan are absolutely amazing! Haley is one of the most talented jewelry designers and I absolutely adore her. She helped my husband surprise me with a gorgeous custom made 5 carat diamond ring as a “15 year upgrade” from my original wedding set & it is the most beautiful ring I’ve ever seen! The sentiment and meaning behind every single detail in this ring is just perfection! I was a huge fan of Haley & HJL before & had several pieces from them, but now they’re stuck with me for good! I honestly can’t recommend them enough! Check them out on Facebook, Instagram, or give them a call!

Randy Poulos My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.

Marcus G Investing has always seemed like a weird game that sometimes makes sense. However, that confusion was made clear by working with Black Creek Wealth Management. Cory made it very simple for me to get started. The best part of the process is that Cory treats me like a person and is straight-forward when addressing any of my questions or concerns.

Cheryl Barnwell I am a client of Bill Hazlett, WH Financial. He is very helpful and professional. I have total confidence in him.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.

Suzette Jourdan These are fraudsters. they are using my personal residential address for the fraudulent business practice. DO NOT solicitate.

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!