Frontline Investment Advisors - Tampa (FL)

Kristina Cabral 2010 Nissan Pathfinder- leather- sunroof -low miles !!!! Super cute!! Had the best car buying experience at M&M- no high sale pressure- price clearly marked - affordable for my family but got a beautiful reliable SUV- Mitch treated me like family and took his time with my crazy requests!!! Low miles- pretty- reliable and with warranty!!! And low down payment and low monthly payments! We highly recommend!!! Tell Mitch Kristina sent you!!!

Luiz Hernandez I Have been insured with them and they are really great at what they do. Sarah and Maria are both very knowledgeable in anything I ask regarding my policy. They are so amazing at giving the best customer service 10/10!! Will continue to recommend you guys to everyone!! Thank you guys for what you do.

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Moree Leatherman Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf. Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership. I will gladly recommend LullaWealth Financial to my family and friends.

Vickie Jackson Sharon Nipper did an excellent job on my taxes this year I will go back to her every year I was very satisfied

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Paola Ocasio Giving the 5 stars to Wendy from collections, was having issues for months and was the first person to actually explain and resolve my issue in not understanding. Very pleased with her customer service. Very attentive, patient, understanding , helpful and explained very clearly. Appreciate her.