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John V Easy to get to easy to use

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!

Travis Licht Suntrust is the worst bank I’ve ever had to deal with. They are terrible assisting in business accounts, and definitely are not client friendly. Suntrust gives no explanation for procedures they implement pertaining to the money in your account (withdraws, deposits, checks, holds, etc). If you prefer to work with a bank that’s not a constant headache I’d recommend you take your money and business somewhere else.

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

Hugh D Thanks Bob Devereux for your financial expertise...

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member

Abelardo Ramiro Your company has an excellent and helpful team.