Cardinal Financial - Punta Gorda (FL)

Kim Sunshine Deborah, thank you for your professionalism and knowledge in handling my assets. You are greatly appreciated!

Keri Kline Great people!

Mark Cassidy Jake is a fantastic representative of your organization, he walked us through the entire process and with great success. I would definitely recommend Farm Credit of Florida to anyone that is sincerely interested in qualifying for a loan with you’ll. Thank You so much again

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Brad Gregory I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory

Jessie Judge We had a great experience with Fidelity. They were patient and professional and made the process very easy for us as sellers. We will absolutely use them again in the future and highly recommend them to others.