Independent Financial Services - Land O Lakes (FL)

Ruth Limon Great service. Highly recommend you do your financial planning with these group of amazing people. Knowledgeable with teacher hearts. Great people!

debbie lee We had recently bought a home in Holmes county. When we closed we had a different insurance agency that we went with. 2 months after closing that agency sent us a letter stating would no longer insure us because we were too far from the fire department. We went to Farm Bureau and Steve worked with us to get us home owners insurance very quickly. Steve did a fantastic job. We will definitely keep our business there.

Antonio Insausti I’ve seen firsthand how dedicated they are to helping small business owners access the right funding solutions. Their team is responsive, professional, and truly focused on results. If you’re looking for working capital, equipment financing,  lines of credit, commercial real estate lending or C-PACE, Fortis delivers.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!

Todd Christenson He has taken the time to explain my retirement options. I feel these choices will help over the long term versus the short term. I will be with him for a long time. Thank you.

Hoopsonmission Such an amazing company! When it comes to financial freedom STIFEL can assist you with any questions you may have. Their amazing support and team is amazing. They answer questions gracefully and you never feel rushed. They have partnered together with us in the past with feeding families, and making our community a better place. They are the best!

nomis53 Jesse and the team at The Real Financial Group has always been very professional, patient and thorough. I have worked with Jesse for 4 years and he always has a great handle on how to achieve the financial goals I have set for myself and my family. I recommend him to everyone I know. Excellent 5 stars.