David Cherry - TD Wealth Financial Advisor - Lake Placid (FL)

Daniel S They were patient and provided the necessary information to set myself up for a better financial future. Highly recommended!

Dan Ossege Gary and Scott and Melinda have done us right since we have had them. We told them what we wanted with our money and they have met or exceeded our expectations.

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Karen Love, love, love Tim and his team! He was so patient and took the time to explain every part of the process. I cannot say enough about how comfortable he made me feel from beginning to end. No question was silly. We looked at many houses and made offers on a few houses. He worked with us through it all.

Jean Hugue Dolne It was a pleasure to meet qualified, honest and knowledgeable agent like Patrice at Mariner Finance located at 125 N Congress Ave Boynton Beach. She took time to explain all the steps patiently with an exceptional smile making me feel at home. Thank you Patrice. Jean-Hugue.

Michele Miller My family and I have been clients of Trasport Financial Services since 2017. It is Difficult to find a financial advisor who truly understands, respects and cares about their clients. I will tell you TRASPORT FINANCIAL SERVICES has made my family and I completely comfortable and I HIGHLY RECOMMEND Rick Trasport Financial Services For your investment and wealth building needs..

mrsbholl Steve is trustworthy, professional, and a pleasure to do business with. Highly recommended.

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!