Brian Urban, CRC® - Perry (FL)

Jordan Tompkins Parker & Pam are awesome at what they do! If you need to invest your money into any sort of 401K, Roth IRA, etc etc go see them!!! They know their stuff! Excellent office with great customer service, the best I’ve came across in a long while. Highly recommend !!

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

Don Browne Local city government is centered at this former bank building. Lots of parking and the citys Civic Center Auditorium at the rear.

Linda Copeland Radiant Credit Union was a great place to open a new account. They took me step by step through some obstacles until we finally made it all work. Danielle was fantastic to work with.

Angelia Kennedy Jason is a stellar Financial Advisor. After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices. His genius at navigating choices and building to procure the future for ones self and family allows for a better nights sleep and a lot less stress. This a business relationship with longevity, and Jason invests in you like a friend.

Lyan Torres Today is the second time I go to this bank and I absolutely love how I am treated by the staff members. I walked in and I was immediately greeted. I had came in the week or so prior to today and the girls remembered me and it made me feel very welcomed. Manuela assisted me both times I came into this location and I absolutely love her! She’s so sweet and caring.She is very affective with her job and her willingness to help is incomparable. She assisted my partner and I to open our joint bank account and the process was super quick. I love this location due to the staff and the minimized wait time compared to other locations. I definitely recommend this location and most definitely recommend to receive assistance Manuela!

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

Betty Bost We became clients of Rossi Associates when Steve Sr was there and continued when Steve Jr took over. Wouldnt consider having anyone else handle our finances. Hes never steered us wrong and we trust him explicitly. His staff is great.