Investment Planning Group - Stuart (FL)

Edd Varmo Great attention to clients, always take their time with their customers and make you feel comfortable though every process youre going through; either is taxes, financial services or even immigration. They speak English and Spanish which also helps. Absolutely no complaints. Keep on with the good work.

Colorful Advertising We have a Business to Business relationship with Bubba and the staff and they are an absolute pleasure to work with!

Sherri Brown Just have to give compliments to Tymeka at the Port Malabar Space Coast Credit Union. Truly a very dedicated, caring , and knowledgeable employee. We needed to gather some information in limited time, and she did not disappoint us. She helped us gather everything we needed. I am sure she goes above and beyond for any customers she is assisting. She is truly an asset to Space Coast Credit Union, and we are truly greatful for all her help. Would recommend if you have banking needs.

NGC A very good experience. The owner served me very kindly and offered me a fair price for what I brought to sell. The transaction went very well. I will return without hesitation. I recommend it.

Jacqueline Campbell We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!

Sylvia Wulf Before I even moved to Florida I researched local banks , specifically customer satisfaction ratings. Brannen got the highest ratings I could find. As soon as I arrived I opened an account and have never looked back, because no matter which branch I have visited the customer service is unfailingly friendly, helpful and reliable. They take care of their customers!

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!