Legacy Planning Insurance & Financial Services. - Palm Coast (FL)

doug riddell This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.

Fernando Contreras I’ve been investing for many years, but I can honestly say that my experience with Stonebrook Wealth Partners has been exceptional. Their team provides a level of personalized service that’s hard to find these days. They took the time to understand my financial goals and have guided me with wisdom and care. I appreciate their transparency and the peace of mind they’ve given me about my investments. I highly recommend them to anyone looking for trustworthy financial advice.

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Jessica Dewing This is my first time working with a Financial Advisor and Mitch has been absolutely wonderful to work with. Beside being a pleasure to talk with, Mitch has done a fantastic job with my IRA and 401K. Ive told my friends and family how they are missing out by not working with FFA. I highly recommend giving them a try. Its not a scary, stuffy experience that one might expect. Help make your money work harder by working with this team!

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

Michael Bernardi I recently had the pleasure of working with John Ziesing, at Advanced Capital Management and I cant express how grateful I am for his assistance! He provided me with the necessary information regarding my annuity contract, which was crucial for my refinancing process. John was incredibly knowledgeable and made sure I had everything I needed to move forward with my refinancing. If youre in need of assistance with your annuity or retirement planning, I highly recommend reaching out to John Ziesing, at Advanced Capital Management. His dedication to helping clients is evident, and he certainly made a positive impact on my experience. Thank you, John, for your outstanding support!

Markus Jane Garry Mike Conway was very helpful with getting us life insurance as well as an IRA plan for our company. So knowledgeable and upfront about everything.