Edward Jones - Financial Advisor: Cheryl Balaban, CFP® - Fort Lauderdale (FL)

Kelsey Fischer Brad is extremely knowledgeable, professional and compassionate. He cares about his clients and takes time to explain things. We have worked with Brad for about a year and have had a wonderful experience with him!

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.

LaTisha Pierce Torrie is so great and patient. She really took the time to assist me and go over all my options that best fit me and made me comfortable.

El Marinero Very helpful staff, they helped my mother with her SNAP application and is now waiting for approval!