Integrity Financial - Titusville (FL)

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Bruce Pajak I use to bank here when I lived in Key West. I use to work in Keys Enterprise on the 3rd floor so it made it easy for banking here. The tellers are very professional, helpful employees. Never any problems with my accounts. Always ATMs available when traveling across Florida. This is good location, good people

Rebecca austin I highly recommend Steve Kongelf & his team. They are so helpful, and they took the time to make sure I was informed and comfortable with the entire process. Im excited to have them help me take the steps towards financial freedom!!