James W Campo Cfp - Stuart (FL)

Barbara Venema Paul has been our financial advisor for many years. He’s always willing to meet with us to discuss strategies and details of the financial products available. Paul is very knowledgeable and has offered suggestions to keep our portfolio growing. He is honest and reputable.

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!

Gerrid Smith Great wealth advisor in Sarasota! Highly recommended.

Ronnie Cox Awesome company. They helped me when no one else would. Love yall

doug riddell This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.

Ron Langdon Brian at Tampa Financial Group is one of the best in the business. I needed to convert my 401k into an IRA and he has provided outstanding customer service along with sound financial advice. I can rest easy knowing my finances are in good hands!

Sara Milligan Tami was amazing! Professional, kind, knowledgeable, all around she made this a smooth process. Highly recommend!

Gerard Kelly I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while

Remix I.E. Melba Castillo did a fantastic job and even got me a payment plan! She went above and beyond to make sure that everything worked out for me.