First Choice Wealth & Retirement - Winter Park (FL)

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!

Jennifer Conner Thrivent is a great company to work with. They have great staff and are amazing to work with!

George DeBenedicty Excellent service, great job in helping all our clients get their loans to buy property. I am the owner Broker of Pegasus Realty for over 40 years. We love Farm Credit. George DeBenedicty Broker

Kendra Hendren Meh

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Darren & Jennifer Schendel I’ve known Kevin McCarthy since 2002, and he has always been a trustworthy and knowledgeable financial advisor. He genuinely cares about his clients and takes the time to provide thoughtful, personalized guidance to help them reach their financial goals. Kevin is also a true family man, working alongside his spouse, Diana McCarthy. Together, they make a fantastic team that is friendly, professional, and great to work with. Their dedication to their clients is evident in everything they do. Whether you’re planning for retirement, building wealth, or looking for financial advice, Kevin and Diana are a team you can trust. Highly recommend!

Amar R Best advisor in town.