Custom Financial Solutions, Inc. - Indialantic (FL)

Jason Smith Alex is a great guy and really cares about his clients. Youll find to be honest and trustworthy. Definitely recommend.

Austin Wood Great service and nice staff. They were very helpful.

Gina Edwards My husband and I have been working with Pete for years. We always feel welcomed and comfortable in his office. He has always made me feel like, no matter what, hes determined to help us make the best decisions for US.

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

Rebeca Medina Christine was a pleasure to work with! She made us feel comfortable and at ease. The experience was definitely better than we thought it was going to be. Thanks!

Deb Tracy Wonderful experience