F M Financial Services - Orlando (FL)

Nick Conte Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida. Nick Conte

Megan Ennis John Selby and his team are top notch. He knows investments and he will advise you which direction is best for your personal and business needs. I highly recommend John Selby with Edward Jones.

Fred Houston Company does not respond to emails or messages.

Brian Quigley David & Mike at Raymond James and their team have been nothing short of amazing. They’ve made all the right moves with my account and I couldn’t be more pleased with their efforts. I look forward to continued success with them into the future!

Soni Davis This was our first year with 1099 income. Parker Bookkeeping was able to save us over $6,000 on my taxes by applying the deductions that were not showing on the DIY tax apps. He also set us up for quarterly payments so we will not have the shock we did this year.

Margo Rust Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs!