Chris Persandi - TD Wealth Relationship Manager - St. Augustine (FL)

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.

Chelsea Holland Kim and Brooke are the BEST! Very honest and down to Earth! If you need funds, I would highly recommend checking them out. They got me what I needed SAME DAY! THANK YOU KIM AND BROOKE!!!

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Vendee Victores Delray Financial Group is outstanding! Truly a cut above. The President and CEO, John Nobile is knowledgeable and professional. He knows his business inside and out. I highly recommend.

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.

Jb Sepeda Worked with Robert Churchill from Us Fund Source, and these guys get the job done, Professional, Respectable, and very good Customer Service. Never missed a beat during the whole process of getting funds. Very highly recommended.

Cornelia Cooper Love this company very professional and they care about their customers. I will definitely be doing more business with them moving forward