Insigneo Financial Group, LLC - Miami (FL)

Hunter Moran I would definitely call summer if you have any needs she is very helpful and will definitely take care of you. I have been a long time customer and havent had any issues.

Keely Maglaughlin I wanted to say Thank You to Mark Vernick for being such an easy person to talk to. When you are looking for a financial planner, sometimes it can be intimidating. Mark is so kind and NO pressure. He provides you with information and suggestions....but no pressure. I cannot recommend him to enough people.

K. T. Great location! Tanisha was professional, friendly and caring throughout the entire quick process. I really appreciate the great service! Free Money Orders- cant beat that!

Alexandria Nicole Tim is very knowledgeable, very professional, and trustworthy.

Chase Brown 10x

i pm Nice, very well maintained, historical building.

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Selena McCoy Very helpful and knowledgeable. Willing to go out of her way to get the job done. Does a great job not because we are here clients but she has a big heart. So blessed to have have the best team. Mrs. Christy Mathis and Mrs. Catriese Johnson