Freedom Financial & Business Planning LLC - St. Petersburg (FL)

Angela Logan Reached out to this company after reading a great review on Reddit. Was able to speak with a LIVE person and not asked to give any personal information. Several texts and a phone call with Scott, who was kind and thorough in explaining options for an RV loan. Appreciated he was not interested in "selling" to me but rather interested in helping me find the best loan for me. I would definitely call them again if in the market for a loan. They certainly have the customer at the forefront. Even the LIVE receptionist was a sweetheart!!

Jenn Sineath I recently needed to open an estate account. After trying several banks in Winter Haven and Bartow, I went to South State Bank in Bartow (Winter Haven branch was useless). I had the pleasure of meeting Maria. She was wonderful! We went through all the documents I had, she let me know what I still needed, scanned what she could and waited until I was able to get the rest of the items. Once I was able to get them and give them to her, she opened the account. It was so easy working with her and she did it all with a smile and kindness. Thank you Maria!

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Jeff Ruby You wont find a more honest man than JD Pellecchia. Ive known and worked with him for more than 10 years and I trust him implicitly. I recommend him to my friends and family because of his high level of integrity. He knows what he is doing and he is excellent at what he does.