Capital Wealth Strategies, Inc - Sebring (FL)

Paul Schmieder Sam Latiff and the rest of the staff are amazing highly recommended for all your banking needs

Betty Marmon This is one of the highly regarded people within the area of investments. Im certain he will support. Do not support overseas investing.

Melanie Riley Helpful

cherri case Working with Rose is amazing. She is very attentive and always makes me feel important. She and the rest of team Ellisor, Trotta & Associates are very professional and welcoming. Rose calls to check on me all the time and I appreciate her thoughtfulness while I am going through a difficult transition in my life. Thank you Rose.

Jacob Butler My wife and I were recommended this place last year and DESTIN COBB helped us tremendously! We were able to bring our confusing paperwork over (We are self employed) and He was able to make sense of it all and save us BIG! I highly recommend Destin Cobb to anyone looking for help with their taxes

Jonathan Ressler I have a car financed with Equity Auto Finance and I have to say they are the nicest loan company I have ever worked with. The people are all friendly and seem like they genuinely care. I have spoken with Delfina many times and she always asks how I am doing and is sincere when she asks. I highly recommend them.

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Alban Elliott It was a pleasure working with the team, even though I am new to Primerica Financial Services. Their representative goes above and beyond to understand my needs and make sure I receive the best return on my investment. Thank you!