LifeLong Financial - Bradenton (FL)

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

Mike Evans Jessica was amazing she helped me figure out that I was paying for two different policies on the same vehicle for over a year and was able to get that policy canceled and get me a refund for that policy over 1,000 bucks. she also was able to save me over 100 bucks a month on my current insurance. I will recommend Newport insurance to all my friends and family. and to anyone who wants great service go see Jessica you won’t be disappointed. Thanks Jessica.

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.

Princess Mo You receive the best customer service at this bank in the whole Indian country. I went in everyone greeted me, I was helped by a young lady named Cindy. I need bank statements for some reason they’re not popping up in my app, as she’s working with customers she is printing out one year supply of bank statement for me. She knew it was going to take a while, she took my phone number. Said she’ll give me a call when she’s complete. In about an hour, I received the phone call supreme customer service. I love this Truist and this location only.!! Cindy thanks

DestinatioNow John and Matthew are extremely knowledgeable and quick to respond to every email and question. They have helped us navigate our first year as new business owners and we highly recommend JRM Financial Associates for both business and personal services.

Ruth Limon Great service. Highly recommend you do your financial planning with these group of amazing people. Knowledgeable with teacher hearts. Great people!