Cheryl M Burbano - Financial Advisor, Ameriprise Financial Services, LLC - Wesley Chapel (FL)

Tammy Peterson I would highly recommend Murrel Winters. I finally feel like I have someone looking out for my best interest

Valorie Maldonado Gramm every one should learn to sabe for retirement

Gregory Schwaid Dave is highly recommended. He always goes above and beyond to help me accomplish my financial goals.

Jim Murphy Andrew and his team are top notch professionals. Andrew is amazingly well-versed in retirement planning, particularly for government civilian employees. He and the team were very thorough and helped us plan not just financially for retirement but also for the inevitable transfer of our assets to our children.

Elson Eric (E_RocK) Never a long wait like the dmv in the big city. I love it.

Alyssa Crane This place is absolutely filthy. I passed on most of the food for fear of food poisoning. The condiment bottles had some black mildew or mold on the outside. The entire place is disgusting, top to bottom, building and floor. Idk how they havent gotten shut down by the health department.

Dennis I have had a Business Line of Credit with Idea Financial for just under a year now. My company was up for annual renewal in a couple of months. One of Idea Financials Client Success Associates, Jorge Soto, reached out to me to inquire about renewing early. I agreed and with his assistance my company was able to receive a huge increase in available credit! Jorge made the process very easy and I would highly recommend Idea Financial!

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.