Davis Financial Group - Inverness (FL)

Carolyn Akerstrom Ive known the advisors and staff at FirsTrust for 25+ years and I would absolutely recommend them to anyone seeking competent, trustworthy financial guidance and investment management. HIghly educated and experienced with no commission sales or hidden agendas.

Stephen Ogles Cornerstone bookkeeping is the best in the business as far as I’m concerned. Very thorough.

Darius Singletary John Hess has been excellent to work with! He is not just your financial advisor but he is considered like family. Helps you understand not only what you are investing in but literally backs it up with evidence if the individual stays consistent. His assistant Daniela is also a joy to work with! Sweet and very energetic soul but very good at her job.

Robbie Ripoll Monique is top notch. I came into this investment situation with no knowledge. With her professional guidance I am able to comfortably watch my investments prosper. She is always available when I need her...like I don’t think she ever sleeps. Also meetings with her are the absolute best!!!

Peter Screnock The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world.

Rachel Page Nothing but the best here. The teller(Im sorry I forgot your name) and Art were extremely helpful in getting a mess of things sorted out for us. We appreciate every bit and cant say enough! We walked in a bit stressed and they both simplified things for us- walking out at ease and super happy! Thank you.

Nicole Helton I have used Amtrust bank for 10+ years and there isn’t an employee who hasn’t been friendly and helpful. Indira Ali is one of the most pleasant people to work with! She is knowledgeable, kind and probably the reason I have stuck with Amtrust for as long as I have.