Edward Jones - Financial Advisor: Kevin Welborn - Sebring (FL)

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

Jennifer Rodriguez I had an amazing experience working with Barbara Gallegos the Sr. Service Center Manager at Suncoast Credit Union in the LaBelle office. She goes above and beyond to make every process smooth, easy, and completely stress-free. Her professionalism and commitment to excellent customer service truly set her apart. Its rare to find someone so knowledgeable and kind in banking with Suncoast feels effortless thanks to her. Highly recommend!

Kimberly Barnes I had an awesome experience they took really good care of me. Very sweet I will definitely do more business with them. Thank you so much Cathy and Cassie!

Sašo Luznar Very friendly staff and good service. Plenty of space to park too.

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

B T Bellino Robert responded promptly to my initial call and set up an appointment to meet.