Kerry B Kennedy - Private Wealth Advisor, Ameriprise Financial Services, LLC - Titusville (FL)

Murray B Schwartz Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. Its an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommend this team to anyone looking real long-term help.

Sarah Hoffman I first found Swonger Accounting by driving by a sign and took a chance. John has been a great business partner and advocate for our business. He is extremely dedicated and detail oriented. Im very happy to have found someone that cares about our business.

Ashley Anderson Been using One Main for years when situations arise. I appreciate Tonia working with me yesterday through technical issues and all. She even laughed with me great customer service. I haven’t had any issues with One Main and I recommend them.

Amy Speak Mike and Trent are both wonderful. They always have their clients interests at heart. They are extremely professional and accessible for clients needs.

Anjelicca Arc I had the pleasure of connecting with Joshua Wong. Joshuas expertise and dedication as a Merrill Financial Solutions Advisor is truly commendable. He was incredibly helpful and provided me with insightful information that greatly assisted in making informed financial decisions. I appreciate his professionalism and the valuable guidance he offered throughout the process. I highly recommend Joshua Wong for anyone seeking a knowledgeable and reliable financial advisor at Merrill Lynch

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

Brad Tilghman Walter provides sound guidance on market conditions. His years of experience are a valuable asset to anyone looking to invest in the market. Glad to have him in Port St. Joe!