Kenneth Whittaker - Raymond James - Melbourne (FL)

Linda Berry This is an outstanding office. Excellent service, and good sound investments.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Gene Elfstrom First class. Great day out. Everyone had a great time. Hope the golf outing continues. Thanks Matt.

Paul Wagner Been coming here for years. Great staff.

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Jacqueline Campbell We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!

Club 777 I have been coming to this branch 8+yrs, but I had my best customer service ever from Stephania, she was super attentive, helped with with everything, I needed a lot of things done, she did them all with smile and fast! Thank you Stephania!