Edward Jones - Financial Advisor: Anthony Montemurro, CFP®|CRPC™ - Ocala (FL)

Schwam-Wilcox & Associates * What a great group! I literally trust them with my life! Tiffany King made obtaining life insurance the easiest process... thank you for protecting my family.... I recommend Tiffany and her team to everyone!

Peter USA Good place

Stephen Lombardi Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Realjackass Normally Im Beyond Greatful for the Assistance They Help with For disabled persons. Or bills But little over TWO years ago I literally begged for a wheel chair ramp for my disabled mother. See Im disabled as well. We can only do So much she has been Trapped hostage so to speak in our home. But as I pretty much been told Good Luck

Arlene Mensinga We have experienced the best retirement advisors around. We have had other financial companies, but none have shown us the honesty, kindness, and care that this group provides. Highly recommended! We feel comfortable and secure with our investments and long term care. Thanks you, Pinnacle!

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!