Heritage Financial Services LLC - Winter Park (FL)

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.

Whitney Saylor Jesse has been our familys financial advisor for more than 5 years and we feel very confident in his guidance, expertise, and ability in managing our overall portfolio. He takes time to meet with us on a regular basis and wants us to feel comfortable and informed with the decisions we make.

Josephine Mallory I received excellent customer service at Mariner Financial. Tristan was very professional. I highly recommend Mariner Finance for your financial needs. The staff Brittney Alan and Tristan are a great team and handle your needs as quickly as possible. I rate them five-star review

Yamaha Rider My tax return was done in good time, and the staff were pleasant and accommodating. I will use JH in the future...Henry S.

Dave & Lisa Luce John Newell was awesome - very knowledgeable and helpful to us as we navigate our future. He gave us some solid information and was quick to respond to any questions we had after we did our financial review.

Kimberly Foley Accounting at its finest! The staff is responsive and educated. Any questions or concerns you may have are discussed and a plan is put in place to accomplish your accounting goals. Rita is wonderful at explaining accounting in terms that are easily understandable and helpful. Highly recommend for your accounting needs.