Edward Jones - Financial Advisor: Carla A Jones, AAMS®|CRPC™ - Sebring (FL)

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

Suzi Harris The entire staff has been awesome.

Dan and Judy Ennis We recently worked with Jason Packo during the purchase of our new home, and we couldn’t be happier with the experience! From start to finish, he was knowledgeable, professional, and incredibly supportive. Buying a home can be overwhelming, but Jason made the mortgage process smooth and stress-free, by taking the time to explain every step, answering all our questions promptly, and helping us secure a great rate. We especially appreciated his honesty, attention to detail, and dedication to making sure everything was handled correctly and on time. We highly recommend Jason to anyone looking for a reliable and trustworthy mortgage broker!

Jarrod Ordonez I have worked with Robert and his staff for the last 7 years. He is not only the ultimate professional but a wealth of knowledge. I would recommend to anyone in need of his services.

Mike Mineo We recently had the good fortune to engage and work with Daniel Stewart of Stewart Wealth Advisors on a couple of financial transactions. We were very pleased with his advice, communications and the follow-through we experienced. it has been a very positive experience.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.