LPL Financial - Brickell - Miami (FL)

Elyse Matthews I had an excellent experience. Mr. French was intelligent, personable and patient with me. Highly recommend.

Benjermin Fleming What is the best thing about doing taxes ? Nothing.So If you want to get your taxes done Without a worrying Have all your paperwork ready bring it here you will get the best service and quality from a professional that you deserve and you may qualify for the stimulus check

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

Jenni Chap I had never bought a house before and Eduardo was so instrumental in helping me understand how the process worked and walked me through everything. The Sebring branch staff have been so polite, friendly, and helpful with whatever I need. I would recommend this branch to anyone who might be nervous about the mortgage or banking process. They are fabulous!!

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Murray B Schwartz Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. Its an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommend this team to anyone looking real long-term help.

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!