Coapstick Financial Group - Merritt Island (FL)

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments

Sedler gustave Currently starting working at Connecting America a few months ago. I can honestly say I’ve found my people. Working with James and Patrick and Subruna have been amazing, best mentors. I’ve learned a lot in just a few months. There haven’t been a day I walk in that office without leaving with some knowledge and wisdom.

Eric Rivera I had the pleasure of working with Marita Harris at Grow Financial for an auto loan, and I couldnt be more impressed! From the initial consultation to the final approval, Marita was incredibly professional, knowledgeable, and attentive to every detail. She took the time to explain all of my options, making sure I understood each step of the process and felt confident in my decision. Maritas dedication to providing top-notch service made the entire experience seamless and stress-free. If youre in the market for an auto loan, I highly recommend working with her. She truly goes above and beyond! 5 stars all the way!

Suzy Roulston My husband and I have been trusting Pete & Erich Krzyzak for several years. We have been extremely happy with their service. Their assistant Chela has been very helpful as well. When ever we call they’ve always returned our calls the same day, often within the hour. It’s very comforting to have a team we can trust as we start our retirement life! Thank you all!

Valka Stormcutter They are always very nice and real people easy to communicate and I’ve always gotten what I needed done with my insurance and they were always very understandable. They’ll talk to you about other options, but it has never been that salesman approach, which I hate. Ricky was awesome!