LPL Financial - Melbourne (FL)

Lori Grier Saw John for my tax filing this year an as always like for the past 30 years it went well an was a plesant experience. I feel confident in John"s skills n knowledge. John n his whole office r pleasant to deal with. I highly recommend them. Thank you. Sincerely, Lori Grier Hello Lori here again yes i wanted to add about the investment side as well having someone manager your investments for over 20 years should speak volumes in itself I think John does great n his Team is incredible. 5 stars. If you r looking for someone look no further, I think you will be happy.

Renee Wareing I have had the pleasure of working with Gregory and Jen for the past couple years, and my experience has been nothing short of outstanding. They took the time to understand my financial goals and set my portfolio to align with those objectives. My portfolio has grown beyond my expectations, they stay focused on current events and make the necessary adjustments to my portfolio to sustain its growth and financial stability. I also appreciate their advice on other services such as home improvement, trust planning, and insurance. I highly recommend Gregory and Jen.

Dawn KristeSis Yet another bad experience Ive now had two terrible experiences with this company. Ten days and 4 phone calls call center misinforms client I would assume in a scheme to hang onto your money as long as humanly possible. I feel grossly undeserved and I cant wait to be rid of this cause many I have contacted the attorney General and will now contact the better business bureau. Pull your money now they will take months to pay out. Run far and fast

Caden Arnold Awesome guy, took my calls and responded to my emails fast, he is was very accommodating with scheduling and in my experience took more time out of his day to help me than others in the industry and out. Overall you’re wasting time reading this and not calling Chris.