Breen Financial Management - Lake Mary (FL)

Holdon Neal Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!

Richard Wright Andrew Stash is very knowledgeable, and friendly. I wouldnt trust anyone else with my money like I do with Andrew.

r Mitchell Marc Tomberg is the best advisor I have ever had. If I could give him 10 stars, I gladly would. He takes the time to listen to both my current needs as well as my future ones. His staff is outstanding and makes me feel welcome. I can definitely see why he’s been recognized nationally by Forbes magazine. I highly recommend him.

Ralph Cavallo Outstanding customer service. The GPS had issues with T- Mobile cellular data. It is not the phone because I have the latest and newest Samsung S9 plus. I love Morgan Stanley.

Monica Wojtas Mark and his team are great! They listen to your needs and goals, then help you formulate a plan to get where you would like to be.

Verearchela Malcolm The bank manager came out spoke to one client only while the line was outside of the door he did not one thing to move the line the one teller that was there was helping the same one client that the bank manager spoke to for over an hour which she was still helping after I left. The other teller came off of her lunch break yo help move the line. Awful as a banking institution especially .

ellen dunn My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.