Davis Wealth Management, Inc. - Fort Lauderdale (FL)

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Jose Cruz Super Clear!!

Betty Bost We became clients of Rossi Associates when Steve Sr was there and continued when Steve Jr took over. Wouldnt consider having anyone else handle our finances. Hes never steered us wrong and we trust him explicitly. His staff is great.

William Garcia Miranda Gutierrez and her team were incredibly helpful when I was shopping for home insurance. They went out of their way to explain how I could save money on my policy and the tradeoffs involved. Even though I was rate shopping with different insurance providers, Miranda encouraged me to get a revised quote with my existing provider despite it potentially going against her own interests. That level of integrity is tough to find in an insurance agent and I would highly recommend working with her team.

Jason Hoge Sefton has been an amazing advisor! He keeps my wife and I updated on where we are at in our path to retirement, and what steps we need to take to reach our goals.

Trever Dahms Would Highly Recommend Marc. He is very knowledgeable and really took the time to break down everything so that I could understand exactly what Im getting into.

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.