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

Theresa Hall Getting a loan in minutes in Winter Haven was exactly what I needed during a tight spot. The process was incredibly fast and I had the funds ready before the hour was up.

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Helen My husband I were looking for someone new about 6 years back. We attended several dinner presentations and were quite pleased with The presentation. For some reason, it clicked with us. We had an in person meeting scheduled later to review planning and goals for our retirement future. I can honestly say we are very happy with the group and our financial returns. We get updates by email with general information, especially how the market is performing and thoughts ahead, and it is environment as we have today with the ups and downs. We feel very secure and comfortable with how HD MONEY has us invested. Highly recommend them.

Sean Goodrich Great Organization! :)

Ann Wilgosz Starting my financial journey with Jesse has been the BEST thing I ever did for myself! He’s helping me with debt management, savings and hopefully soon with investments. It’s been 6 months with him and I’m CRUSHING my goals because of his amazing mentorship. I can’t recommend him enough. If you’re looking for help with your finances, no matter what the goal is, he’s the right person for ALL of it!

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.

Erik Poston Brandon Singer is the kind of person you hope to work with in the financial world — professional, honest, and incredibly knowledgeable. He took the time to walk me through every detail, answered all my questions clearly, and made a typically stressful process feel smooth and manageable. If you’re working with Brandon, you’re in good hands. Highly recommend.