Keywords: Financial financial fl

FINANCIAL - Miami (FL)

Address: 🏡 801 Brickell Ave ste 900, Miami, FL 33131, USA
Phone : +1 (305) 697-3899
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJjy9AVYK22YgRo6EHnut-P6A
#Florida

Heritage Financial Advisory - Jacksonville

Jay Choose Alex every single time. One of the few that you can tell actually care about people!!
5 /5

Pool Financial Group - Jacksonville

Kelly Testa I’ve have worked closely with Scott on several transactions, and I can wholeheartedly say that he is one of the best in the business. His creativity and hard work in finding the best solutions for our clients are truly commendable. Not only has he consistently gone above and beyond to ensure a smooth process for his clients but he has also become a trusted friend. If youre looking for a reliable lender who genuinely cares about his clients, I highly recommend Scott!
5 /5

Merrill Lynch Wealth Management - Stuart

Jorge Frank I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.
5 /5

French Capital Management, LLC - Jacksonville

Elyse Matthews I had an excellent experience. Mr. French was intelligent, personable and patient with me. Highly recommend.
5 /5

Northwestern Mutual - Fort Myers

Gordon Dey I had the most successful interaction with Mary Schneider regarding an issue my son had with his policy. Mary took her time and made sure everything was resolved, thanks to a great professional.
5 /5

Delray Financial Group - Boca Raton

Vendee Victores Delray Financial Group is outstanding! Truly a cut above. The President and CEO, John Nobile is knowledgeable and professional. He knows his business inside and out. I highly recommend.
5 /5

OneMain Financial - Hialeah

Paul Ferr Jorge did an excellent job reviewing everything with me on a debt consolidation loan, highly recommend! Ask for Jorge in Hialeah office for assistance. Thanks for all your help!
5 /5
equitable advisors: alexis resnick cfp clu fl

Equitable Advisors: Alexis Resnick, CFP, CLU - Fort Lauderdale

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!
5 /5

JD Miller & Associates - Largo

Amanda Fitch John came highly recommended by a buisness colleague who had great success with him. He was very professional returned my calls quickly and was very helpful. John listened to what my goals where and put me on my way to achieving them, exceeding my expectations and acquiring my target quicker than I thought I could. Great company and highly recommended.
5 /5