Financial Harvest Wealth Advisors - Winter Park (FL)

Michael Odom This place is actually one of the many historical places here in Crestview, FL! Used to be the public library named after Robert L.F. Sikes which he was a senator for Florida! and in 1995 I believe. Our community college in Niceville, FL needed more room and purchased it and started using it as part of the college campus which is now Northwest Florida State College.

Heidi Brown Ive been dealing with this company for years. Every time I need help, they never disappoint!!! Thank you Pam and the crew for everything ❤️

Aaron J seiple One man was OK nothing spectacular. Their percentage rates are really high like 35 or something like that. It’s good that they’re local and I can deal with them local but if I was at out of Florida and I was somewhere else, I don’t know how good they would be but definitely percentage rates are way out of.

John Leclair Working with Rebekah at Fero Financial has given me so much peace of mind. She takes the time to truly understand my goals, explaining everything in clear, simple terms to create a customized plan that makes me feel confident about my investments, retirement, and overall financial well-being. If youre looking for someone you can trust to guide you through the complex world of financial planning, I highly recommend Fero Financial. I feel so much more secure and optimistic about my future thanks to their expertise and guidance.

amarilys gott I love the way I was treated in the bank. 5 star customer service experience

Aj Brown I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but Davids genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio. Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals Ive ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement

nanci wadsworth Arthur knows the codes and did an excellent job with our tax prep!