Legacy Financial Partners - Stuart (FL)

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

Teresa Emmons Jared Stately was fantastic to work with. He took all the time I needed to answer questions and to find the best plan for me. Jared genuinely cared about assisting me. He was very professional and knowledgeable. I look forward to continue working with Jared in the future. I definitely recommend Runway Financial Solutions to help anyone find their best Medicare options.

Mariana Pino They were responsable, smart and quick. They understood my needs and found a great and safe solution to solving my questions. 100% recommended!

Jessica Perez-Cardwell Forth wealth is an amazing financial management company. I was previously involved with a different company and moved over to FW. The caliber of service is unmatched. Craig Smith is an amazing adviser who gives you his honest advice and explains everything in a manner that not only creates an understanding, but makes the process enjoyable. I wouldn’t trust my wealth and financial future with anyone else! Thank you Craig

James Smith Working with the professionals at MFP has been a real pleasure. We needed help managing assets and found exactly the right financial planner. They listened and helped us find investments that fit our comfort level. Choosing MFP is one of the best financial decisions we have ever made. I highly trust and recommend them. Thank You Chris, Jordan and Carter

Patrick Harmon We refinanced our car loan and had a smooth experience working with Angelique. She was very friendly yet professional in walking us through the pile of paperwork and saved us a significant amount of money with a lower interest rate and offering a much less expensive extended warranty. Highly recommend!

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!