Harry Robinson - Thrivent - Vero Beach (FL)

Catica U Working with Darcy has tremendously helped me overall. She gave me excellent advice to bring down my total debt and also set up a savings account for investing in my future. Darcy is professional, friendly, knowledgeable, easy to talk to, and is very good at what she does. I am so happy I found a really good financial advisor. I highly recommend Darcy!!!

Remix I.E. Melba Castillo did a fantastic job and even got me a payment plan! She went above and beyond to make sure that everything worked out for me.

Patricia Hendrickson Corey Cyr was very patient, helpful and future minded when originally establishing my investment. Today I met with Scott Long about changing some directions and making modifications as my future goals and visions have changed. He was also so helpful, thoughtful and professional. I am excited about my financial future, for me and my family!

Lorraine Russo Nicole went above and beyond all expectations. She is knowledgeable and professional. I highly recommend her services. Thank You Nicole. You made the process quick and smooth and put my mind at ease.

Courtland Hunt I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.

Jacqueline Riley Hi I would recommend Southeast America Financial services they are very professional if no one cannot help you they can. They have worked with me for 6 months with 2 different lenders they do not stop until every thing comes through Thank you Mr Davi.