Flaharty Asset Management - Punta Gorda (FL)

James Tameka made everything so easy. I had a 10min conversation over the phone with her ... & she had me in the office a hour later with everything ready to go ... So Fast & Friendly....A REAL Professional

david martin Always. Been. Here David Martin

ROBERT HOBAN Andy and his team are fantastic!

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

Carrie I have been banking with Eglin for almost ten years. I will forever bank with this branch for their great car loans, and mainly Terri Joe or TJ! I remember when I was 19 and struggling to get a car loan and she walked me through the whole process. I’ve since gone back and gotten two more cars because of her! Always thankful for her help and advice!

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!