Business Financial Consulting - Heavy Equipment Financing Loans - Miami (FL)

Steve Holidayworld I’ve been with NFSG for several years as a client of John Zaffarano’s. When I first opened my account it wasn’t anything close to special enough to warrant attention. John was accommodating, honest and candid about what could happen given time and perseverance. Over time the numbers improved and we were closer to achieving our long term goals. His advice of focusing on realistic goals and expectations, keeping to a long term plan worked well for us. Throughout the process it’s not only been John, the support team from day one hasnt changed and they are aware, responsive and professional. It’s wonderful being retired now and not having to worry about financial security. Thank you John

Sean Barakett Robert Bosch has been my financial advisor since 2021... I wish I had started this sooner. He helps me plan out my finances, manage my money and invest smartly! Highly recommend

Stephen Simpson Super nice folks here. Helped them move their network and phone system.

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you