Finance Park - Largo (FL)

bobby smith FDR has helped me get to where I need and feel comfortable. Many different venues for investment with good advice.

Louie Sanchez Mike is a great mentor and fantastic Financial Planner. His knowledge is extensive, has tremendous attention to detail, and genuinely cares. I highly recommend you speak with Mike for all your financial needs.

John S Ive been utilizing UFS for my portfolio for over 5 years. Both Lisa and Marissa have always been there to answer my questions and provide me with sound and beneficial financial advice along with wonderful investments tailored to my specific needs which have always appreciated in value. I highly recommend them for your financial needs.

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Stephen Perham I had an excellent experience with Mariner Finance. I was greeted warmly by Lisa, who immediately started working with me on my loan. She was not only friendly, knowledgeable, and professional, she was personable, sharing her own experiences and insights. I knew that I was in good hands. I was very happy to see that my loan was in my checking account even before I left her office! No doubt, this was the best loan experience Ive ever had!

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Geeky Tracy is always so helpful and patient. She is always happy to walk me through things step by step and answer all of questions. Plus they have lollipops!