EIS Wealth Management - Ameriprise Financial Services, LLC - Daytona Beach (FL)

Peter Screnock The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world.

Tony Sutherland Choosing Orlando Financial Center to handle everything for my mortgage was the best decision I made during the entire process. You need someone you can trust and someone that will handle everything, and I mean everything. Nancy and her team answered all of my first time home buyer questions, as well as diligently handled everything with my complex VA loan. Cannot say enough good things about Eddie, Nancy, and the whole team at Orlando Financial.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Judy Tolbert H. Ross was able to help me make the best decisions in setting up up persons investment plan & plans for grands.

Angela Logan Reached out to this company after reading a great review on Reddit. Was able to speak with a LIVE person and not asked to give any personal information. Several texts and a phone call with Scott, who was kind and thorough in explaining options for an RV loan. Appreciated he was not interested in "selling" to me but rather interested in helping me find the best loan for me. I would definitely call them again if in the market for a loan. They certainly have the customer at the forefront. Even the LIVE receptionist was a sweetheart!!

Bonnie Stempel Now retired, we used their tax services for our business for over 30 years. Always a pleasure! Honest, efficient, fast, respectful, & friendly. Like visiting family every year!

Jocelin V I wish I could give more than 5 stars. This is the absolute best credit union! Briana Arnold is who I do most of my business with and she is truly a great aspect to Envision Credit Union. She is so friendly and gives the best service.