Burks Financial Group - Lakeland (FL)

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

Mike ANDREWS I have been a customer of Midland IRA for several years. Over this period, Geoff Watts has assisted me multiple times well exceeding my expectations. I have expected great service from Midland as others had recommended them many times. I honestly do not know how Geoff could do better. Mike Andrews December 5, 2022

Jenn Turner James Blume is very knowledgeable and goes above and beyond for his clients. He is familiar with current law and ensures compliance with IRS rules & regulations. He works with many of my family members and friends and we are all pleased