KP Financial Firm - Orlando (FL)

Mary Maddox I used to do my banking there but once I lost almost $900.00 there I definitely changed my banking. They do not protect their customers.

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Roger Slater Jim Ronecker was absolutely amazing. I cannot say enough good things about him and this company. This is my first time buying a home, and they took me through the process step-by-step. It was the easiest part of buying my home. I cannot think Jim and the rest of his team enough. Amazing job Guys,. Keep up the good work And thank you for making the dream of owning my own home possible.

Jermain Conner Great group of people

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Rebecca austin I highly recommend Steve Kongelf & his team. They are so helpful, and they took the time to make sure I was informed and comfortable with the entire process. Im excited to have them help me take the steps towards financial freedom!!