Big Lake Financial Services, LLC - Clewiston (FL)

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Elizabeth Jepson Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!

Chris Rod Went in for a Cash Advance and was assisted by Gunel. I have been with Amscot for years and the efficiency Gunel works it’s unmatched. I got everything I came to do and helped me update some information and all done within minutes. Thank you so much Gunel, Amscot need more tellers like you.

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!

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.

Eugenio Villarreal Stoopen I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.

Elizabeth Fraser Clay has been wonderful to work with and has gone above and beyond helping us sort out our business and personal taxes. Its a relief to have a CPA that is local and trustworthy!

Omar Estrada I love using Onemain, they make it eaay and they process everything so far at least at the Kissimmee office. This time Angelica took care of me and again, just like Jennifer everything smooth, quick and easy. Thanks to them Ive got to eliminate debt and move forward with a better credit and new opportunities. All I can say is thank you both. For you out there, dont be afraid and try. I totally recommend it.