What Clients Are Saying Investment Planning Group (GG)
5 /5 JC Consulting: Steve and his team are phenomenal. I feel very secure knowing that they are ones making decisions about my money. Very personable as well.
5 /5 Lisa Teetor: I feel very confident in St eves direction and care with my retirement funds. He spent time at the beginning learning about my financial goals and meets with me regularly to be sure I am on track. There are plenty of financial consultants to choose from but I feel very secure where I am.
5 /5 William Slovak: I cannot express enough how grateful I am for the investments Steve has done managing my account. His expertise & attention to detail has provided me with reassurance especially during these unpredictable times. He is a great financial advisor & listener. Steve has helped me keep things into perspective with the utmost integrity preparing me for great things in the future.
5 /5 Baby B Mario: A very professional, dedicated, and knowledgeable business. Steve and his associates are always focused on their clients best interest. Ive had nothing but a positive experience, and a feeling of confidence with Steve and his company.
Richard Cerniglia Bob has been my Financial Advisor for ten years. In that time I have Consistently earned higher than normal market returns. Bob treats all of his clients like family. When we get together to discuss my future, he always spends extra time with me. Making sure I am educated on every financial option available to me. After having three past financial advisors with others companies, so fortunate to have been referred to Bob at Edward Jones years ago!
Sergio Crandall The directions are wrong, misleading, they lead you (East) from the Southeast Museum of Photography!
It is actually across (North) from the museums entrance! Its actually off Pine Crest Ave., which is off Hilton Ave. at the Daytona State College!
ronen sharabi Eco credit financial
helped remove several negative items from my credit report, and my score improved in just a few months. The team was professional, communicative, and genuinely cared about helping me rebuild my credit. Highly recommend!