L&M Financial Services - Lake Mary (FL)

Jodi Sonne We highly recommend OxenFree Financial and Luke Bunch as an advisor. This company lives out their values at a corporate and personal level. They are incredibly informative, clear, and driven to do the right thing. Several members of the team spent extra time to help us; and Luke went the extra mile several times to answer our questions and work with our unusual circumstances. His fastidious nature serves us, and OxenFree so well! Estate planning, medical forms, investing, as well as life hacks - we cannot recommend this organization and Luke highly enough!!

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!

Trent Welch Brent is an excellent financial adviser, he really wants to see you succeed!

Paul Niss Jeffrey DiPascale can help you for all your financial needs with the wealth of knowledge and practice he has in that area!

Maeghan M Ty has been extremely helpful with my family and Is financial needs! He is caring, personable and is able to assist you in ways you wouldn’t have known previously. Now my family and I are on track to have better savings, and look into building other assets we didn’t know was possible. Thank you Ty!

Leonardo Luna Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you. Its a completely different story when you sit with someone trying to fit their product to you, as opposed to Ivanhoe who will find go out and prepare the right strategy for you with the ingredients that best fit your goals.

Chie Ramiro Excellent service today from Tanisha at the Hyde Park branch. We came and withdrew specific amounts of different dollar bills for a trip. They all had to be crisp and new. Tanisha made sure we had everything we wanted and needed. She was great. I have been with Grow Financial since I moved to Tampa in 1994. This kind of customer service is one reason why I stay with Grow