Keystone Private Wealth, Inc - Winter Park (FL)

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member

SMALL BYZ LOANS The funding experience is second to none at Greenbox. Joanna Santos, ISO manager, has not only helped me win deals but has made the funding experience seamless every single time. Her charismatic attitude and willingness to help on deals is what makes us successful at our company. The pleasure of providing great deals to my merchant portfolio is what attributes to my success but ultimately knowing that when push comes to shove, her responsiveness, her follow up, and her persistence for all of us to win, is why when I think of good business, I think of Joanna and Greenbox.

Jaime Stafford Ive been a client with JD Bowen since 2016. I have full trust in this intimate group of advisors that have given me over and above customer service. They really care about their clients needs and what strategies would work best for them. Ive seen my money grow over the years and the taste of financial freedom is getting closer each day! Here is a photo of me and my mom at the ladies Valentines lunch they hosted one year.

Leondra Oliver Abigail was awesome. Very quick and got me the best quote. Thank you so much Abigail

Megan Ennis John Selby and his team are top notch. He knows investments and he will advise you which direction is best for your personal and business needs. I highly recommend John Selby with Edward Jones.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office