HD Money, Inc - Sarasota (FL)

5 /5 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.

5 /5 Joe Hamrick: After exploring several investment companies my husband and I selected HD Money over 2 1/2 years ago. One of the main determing factors was the very professional and informative expertise of all the representative especially Gabe Kaufmann. Over 2 1/2 year experience, we have been extremely satisfied with our portfolio performance and especially the educational and individual we recieve on a consistant basis. My husband and I give HD Money the highest rating.

5 /5 Suzanne Allen: We have been with HD Money for 8 years since we moved to Florida. We attended many meetings with other companies to find the right fit for us. We found HD Money to be the most informative, respectful, and conscientious of them all, and they have outperformed the market every year. We love the Wine and Wisdom educational events; we feel like we are at a family dinner! Thank you, HD Money! Gary and Suzanne Allen

5 /5 Linda Winters: As a career healthcare executive looking to explore additional retirement investment options, I’ve appreciated David’s approach to personalized planning . He and Kelley are easy to work with, which has been a bonus! I’ve recommended a few of my colleagues and they’ve had positive reviews as well. Thank you again, David.

5 /5 Donna Manobianco: HD money has been our go to for the several years. From start to finish They have given us the five star treatment. We explored other financial investment firms and found them to be the most honest and upfront. I’m happy to say that I feel confident with our investments with them and I also feel like a family member