L&M Financial Services - Lake Mary (FL)

Nikki Cooper They treat me with respect, and are very thorough. Results with Shands are usually same day. I have access to my chart at all times.

Jennifer Lechner Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.

M D Beautiful office and great staff. Everyone so friendly and genuinely care. When it comes to finances, things can get little confusing. Chris has helped us and many of our friends to get to the right financial path. Thank you.

Todd Rentschler I have known Josh for many years, and hes always been top notch to work with! Great at explaining the ins and outs of the financial world, and working to ensure his clients get the best experience possible!

janet fortune Ashley Troutman was informative and more than helpful.