Financial One Group - Miami (FL)

Jordan Bennett Urban Bad Credit Loans exceeded my expectations with their exceptional service tailored for those with poor credit. They provided me with a loan solution that was both accessible and fair, helping me navigate my financial challenges with ease and dignity. Highly recommended for anyone seeking a positive lending experience despite a less-than-perfect credit history.

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Anderson Shantia “TIARENEE” Everything was explained very well and I greatly appreciate the information that was given to me very helpful to my family

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Kathy Lemasters A shout out to Kayla McSwain for her incredible work on our home and auto insurance. Kayla has gone the extra MILES for us in getting the best coverage for the money for our beach home and auto. She explores multiple options and is very good at explaining the details to people like myself who do not deal with insurance on a daily basis. (My husband who is an attorney and understands this well gives Kayla an A+!) Kayla is easy to talk to and a great listener which makes these complicated decisions easier. She returns calls and emails promptly. We truly appreciate her dedication to her clients, us and were sure many more, for getting us covered! Insurance is not easy to get or keep these days, especially in Florida, and we feel fortunate to have Kayla to help us!