Dadko Wealth Management of Janney Montgomery Scott - Stuart (FL)

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Susan Dunlop Run by two astonishingly personable, forthright, no-nonsense, capable women who taught me a great deal in my two introductory sessions. They were highly recommended by my friends and I, in turn, would most emphatically recommend them.

Frank Albano Great company for any type of life insurance, estate planning, and financial planning. Limit the tax liability for your heirs upon your passing with a bulletproof estate plan prepared by Archer Financial Group. Why live your wealth to the government when your loved ones deserve it

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.

Kevin Delong Shannon and Claire are always so helpful and sweet! Anytime I come in asking about rates on certificate, they are both quick to assist. Shannon often helps me with information on current rates while Claire assisted me with a new savings with a higher rate. I appreciate these ladies and the Palm Bay branch as a whole!

SecretNinjaGRL Ninja Experienced, compassionate and very knowledgeable staff. Truly a "one stop shop" for all your financial and life planning needs.

Eric Im just going to say this, had an issue, and thanks to Tricia Moore, who contacted me right back, my issue was resolved to my satisfaction. Cant say enough about Tricia, but she rocks !!!!!, (UPDATE) This company has gotten bad, went to lease another bike less then a month ago got approved, had to cancel due to some family issues. Went today to lease another bike,nothing has changed in the past month, and was declined. When I bought my previous bike over two years ago, paid it completely off including the end payment, Dont know what happened to this company but there not how they were before

Natalie James Desire Financial provides comprehensive financial services tailored for small and medium-sized businesses. Their consistently excellent support has been instrumental in aiding my business, ensuring swift and efficient tax completion.