J & D Financial Corporation - North Miami Beach (FL)

Adam Nancy Rosario is amazing! She is so helpful, knowledgeable, fast, efficient and kind. Ive been a customer for 27 years. She has been amazing for the whole time she has been at my branch in lake mary.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Karen Love, love, love Tim and his team! He was so patient and took the time to explain every part of the process. I cannot say enough about how comfortable he made me feel from beginning to end. No question was silly. We looked at many houses and made offers on a few houses. He worked with us through it all.

Kelsey McDowall Jada was amazing and truly a blessing I hope she knows she makes a real difference in people’s lives daily

Helen Kassel David (Assurity Financial Group) has made me feel at ease about my future. I don’t have to worry about having enough money to retire now that David has invested my money to work for me. And, he (David) is very good at explaining everything.