KP Financial Firm - Orlando (FL)

Rachel Black I’ve never banked anywhere from they remember your name. Here, they do. Polite, kind and they actually care about their customers. Elaine, Stella and Gladys are absolutely unbelievably helpful. Thank you all for being the best at what you do.

Duane Hogge Not only was Jessica friendly on the phone she made me feel comfortable enough to open up to her and allow her to present whst she had to offer. After listening to her speak to me about the different plans and answering my questions I chose the right plan for my needs. She will be my go to person when I have Medicare concerns. Very professional, Very courteous, well spoken and very knowledgeable. Thank you Jessica for a great experience.

Ricardo Gomez Echavarria Ecxelent Building, clean, safety and an a good place for your office

Brandon Uhl great guy knows what he is doing !

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!

India Jaysi Oh my goodness prayed last night that the assistance would fall through, woke up this morning with an email that my utility bill was paid! Kenya was such a great help, she was very pleasant. And really helped me through this hard time. I applied online on a Friday and heard back from Kenya on Monday. She asked for some further information, and said she wanted to give me a fair shot for assistance . I’m so beyond thankful!

Paola Ocasio Giving the 5 stars to Wendy from collections, was having issues for months and was the first person to actually explain and resolve my issue in not understanding. Very pleased with her customer service. Very attentive, patient, understanding , helpful and explained very clearly. Appreciate her.

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..