JBS Financial Group - Miami (FL)

Beneva Oaks Steve and his staff are excellent financial advisors and planners. My wife and I are small business owners and Steve has gone out of his way to provide a detailed, comprehensive plan that is simple to execute. I wholeheartedly recommend his firm.

Susan Winkler I found the people working at this location to be very accommodating, understand my needs, willing to help with options at a rate I can afford. If there is some issue, they handle it right away. The manager was my loan officer and explained the process thoroughly. If she was not available, any of the other agents knew of me and could answer my questions. This office makes you feel that you are important to them and gives you proper guidance in your decision making.

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

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.

Criseyda Hill Heather was the best helping me out!

Kimberlin Pelt I use the Emerald Coast in Wewahitchka and im very happy with it!

Paulo Campesi Nautilus Financial Group team are very knowledgeable and great on what they do. If you are looking for the best Financial Services around, please call Nick Ferrara at Nautilus Financial Group, I highly recommend them!