Financial Advisors Miami - Miami Beach (FL)

Will E First time dealing with a financial advisor, so needless to say a lot of hesitation heading in. Randy quickly put me at ease with his quick witted humor and his shinny bald head lol, all jokes aside this is one of the smartest financial minds Ive come across. Randy clearly lays out the vision for you and explains his process step by step, I left 100% confident I just made the best financial decision. Thanks again Randy look forward to our continued business together!

Micheall Thomas I went to the Keys Federal Credit Union branch in Stock Island and had such a pleasant experience. The teller Frankie was so nice and helpful. Im handicap and she opened the door for me coming in and going out. She was so polite and friendly. I told her what I needed to do and she directed me to Ms. Rubi who also was friendly and polite. Rubi answered all my questions and was so sufficient. Before I knew it my business was complete. All with a smile.

renee selph I recently had the pleasure of working with Shana at First Federal in Jasper, and I couldnt be more satisfied with the service provided. She demonstrated exceptional knowledge and professionalism throughout our interactions. Shana took the time to understand my financial needs and goals, offering tailored advice and solutions that were both effective and easy to understand. She made the entire process seamless and stress-free. I highly recommend Shana to anyone seeking expert financial guidance and support.

Barbara Lamar I love this place it takes your mind off what u have to do at home and the people and employees are nice I try not to miss a day and they also give you lunch and sometimes breakfast very clean location.

Kate Kevin had been my financial advisor for years. I trust him implicitly. He takes care of me like family.

Naira Bishop Jesi is absolutely amazing! She came into my classroom as a guest speaker and spoke to us about financial literacy. Her session was really informative. My students were very attentive and asked so many great questions.We all walked away with a better understanding of budgeting, saving, and planning for the future. Thank you Jesi for everything!