Launch Credit Union | Palm Bay - Palm Bay (FL)

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Raleigh Samford Sharon did a great job helping me.

Cory Royer I recently had my taxes prepared by Prostatis Financial, and I’m extremely pleased with the service. They made a usually stressful process smooth and transparent by clearly explaining every detail. Their attention to detail and accuracy not only ensured that my return was correct but also uncovered opportunities to optimize my tax situation. The whole process was efficient and professional, and their friendly, approachable manner made it a positive experience. I highly recommend their services for anyone looking for reliable and thorough tax preparation. Mike, Ryan and their team are truly 1st class.

Jeff Leffel Jim is extremely knowledgeable and very honest!

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.