Edward Jones - Financial Advisor: Wally Stern, CFP®|AAMS® - Bradenton (FL)

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Fernande Deno Robert Rosen was very informative and helpful during our visit. He asked questions to help guide the discussion and plan for financial future.

Debbie Deal Karissa was extremely resourceful in obtaining insurance for our company under unique circumstances. She is efficient and kept us updated throughout the process. Karissa promptly returned calls and was always pleasant to speak with. I highly recommend Davis & Davis for your insurance needs.

Cynthia Garbutt The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.

Sophia Gipson Working with Hendrix was great. He was very phenomenal on keeping us updated and staying on top of everything and hes very respectful. I appreciate this opportunity. Our company was making way over the average revenue but we couldnt keep up with the income because we were constantly spending on fuel for our company. Im just so thankful to have this business capital because it will allow us to stay ahead and continue to grow our business without any worries. The interest payback may be high, but its worth the opportunity to grow your business especially if the business you have will give you great revenue. Thanks again OPF for giving us an opportunity.

Scott Yurchison Refreshing to have a financial advisor and wealth manager take a personal interest in your financial success. Not only do they work hard to bring above-market returns, but preserve your capital in times of volatility. Highly recommend.

Lianny Escalona Best broker in the city. Nate helps my husband and me to understand each number and works hard for us to get the best deals possible. Thank you so much.