James B McLean - Private Wealth Advisor, Ameriprise Financial Services, LLC - Winter Park (FL)

Cynde Mathis David Sweat was wonderful! He made sure my car buying experience wasn’t stressful, listened to my wants and needs and delivered! I didn’t feel like I was dealing with the normal kind of back-and-forth I’ve had to deal with when buying all of my other vehicles in the past that was always so stressful. David definitely goes the extra mile (or 200 miles) to deliver what you want. He walked me through all the bells and whistles of the vehicle (and there are many) and made sure I knew how to work everything. He had the vehicle clean as a whistle and a full tank when I arrived to pick it up. It was a great experience. Thank you David!!

Marissa G. Abby is so incredibly helpful! She visited my ROTC class back in the fall and since then I have been meeting with her to build a well rounded financial portfolio as I kickstart my career in the Army. She is so sweet and easy to talk to and very helpful when answering all of my questions! I highly recommend her to anyone looking to become more financially confident.

Elaine Bialczak Mark listens to his clients needs and creates an appropriate financial plan. I am extremely pleased with his services and results.

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

Jean Hugue Dolne It was a pleasure to meet qualified, honest and knowledgeable agent like Patrice at Mariner Finance located at 125 N Congress Ave Boynton Beach. She took time to explain all the steps patiently with an exceptional smile making me feel at home. Thank you Patrice. Jean-Hugue.

Ted Gornto Very helpful in taking care of your needs