Karl Youmans - Financial Advisor, Ameriprise Financial Services, LLC - Titusville (FL)

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

Debra Harrington For the past several years, I have been working with Richard Koblick both prior to my retirement and now the last two years while I’ve been retired and it has been an amazing experience. I am not a financially savvy. Individual and Richard has made things so very clear and easy to understand, not only as I approached retiring with a little apprehension, but he’s kept things clear and easy for me these last two years and managing my finances. I truly appreciate the advice and guidance that he and Feller have provided me and look forward to continuing to working with them in the years to come

Johnny Emmanus Very good

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.

Nick Aleksa I am a business owner and Ive worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations.

Marly Excellent service with thorough explanation. We are beyond happy we started taking action on our finances. Eye opening on how easy it is to be fooled by banks and interest rates.We highly recommend Power insurance.