Kevin McWilliams - Financial Advisor, Ameriprise Financial Services, LLC - Lakeland (FL)

Tracy Berg Highly recommend Harry Henning with Edward D Jones for all of your financial investment needs. We have been with Edward D Jones for over 25 years. Harry and his assistant, Ashley have been there for most of that time and we recommend them to everyone. In addition to doing very well for us, investment wise, they are always available when we have questions and take care of you like family! If you are just starting out or just looking for better customer service, look no further.. they are the best! Thank you Harry and Ashley, for all that you do!

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.

Viktoria Beggs Mike Agnello Financial Group,INC.is the Best ! Mike is the ultimate professional , knows the industry , Plus he is honest , caring and dedicated to his clients . I have been a very satisfied customer for 14 years .

dinah grant using them for over 20 years

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

Rome C We get compliments when referring them to our clients for their financial needs.

Jessica McQuade Grafton Wealth Advisors is truly a gem in the world of financial planning. As a family-owned and operated firm, they exude a warmth and personal touch that is hard to find. From the moment you walk in, you feel like part of their family. They genuinely care about their clients, taking the time to listen, understand, and address your unique needs and goals. What stands out most is their ability to make you feel valued and heard. They approach every interaction with honesty, respect, and a deep commitment to doing what’s best for you. Their personalized strategies and thoughtful guidance have given me tremendous peace of mind, and I know I’m in the best hands possible. If you’re looking for a team that combines top-notch financial expertise with a family-first approach, Grafton Wealth Advisors is the one to trust. I can’t recommend them highly enough!

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!