Independent Financial Partners - Tampa (FL)

Christy Downs Every time I have walked in they are always polite and get the things I need taken care I would definitely recommend Amscot in Sebring to my friends and family

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Mack Newell In a time of considerable turmoil in today’s economy and markets, one should look to lean on an advisor with experience, open mindedness and vision of long term personalized financial goals. From our experience, I can whole heartedly and genuinely say you need not to look any further than Monarch Wealth. I personally enjoy our regular email updates to simply keep us informed meanwhile adding a “personal touch” to things. Our investments have gained a return significantly greater than any previous financial institutions we were apart of. If you are truly looking for a sound resource to invest, I highly encourage you to give them a ring.

Barna Feher Ive been waiting close to six months to receive my spring disbursement, the same thing happened in the fall. Ive gone at least a dozen times in person and was given inconsistent information regarding updates. Twice I was told Id have the money by the end of the week, months ago. I went to the college presidents office and have spoken to student affairs. The updates always promise a resolution in the near future that never comes. Ive now taken multiple finals and I am now halfway through another semester. I just hope it gets disbursed before the summer aid and that I wont have to go through the same thing a third time. I dont feel like the college cares about its students.

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Anjie Coates Exceptionally helpful, and very quick to respond to clients needs. If you want an agent that knows you, and actually cares about helping you, this is the place for you. I cant say enough about how happy I am with them and their service. I highly recommend them. Youre not just a number, youre treated like a person and they want to help.

Tammy Lindsay Kirk and his team are readily available and respond to emails promptly. They are patient with all my questions even if they are repetitive ones!