LPL Financial - Fort Lauderdale (FL)

Daniel Abal Steve is a warm and friendly guy. He gives great advice and I trust his thought process and insights. I’d recommend Steve to anyone.

Michele Kaminski I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss ones concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.

Trelisha Knox They are the best to deal with!

Joe L They have been doing my taxes for years they do a great job Joshua is the best

Mat C Great experience and easy process. Worked with Jenna. She was very knowledgeable and has great customer service experience. A++

Blake Hickey The team at Heritage Investment Group is incredible. The best financial guidance you can find. Period.

Sean McKane Rueben Perez from Cross country mortgage did a great job for my wife and I through out the loan process and buying my home. He is very talented. He is punctual and very good at returning calls and resolving issues quickly. He makes the process easier. I am very grateful Rueben to you for all your help this last month. I highly recommend him to anyone going thru the process of qualifying for a loan and thru out the financial process. To Cross country mortgage he is a great asset to your company. Sincerely Sean Mckane

Jean Perry John has been my familys stock broker since early 1980s. He, Ken and Melanie are easy to work with. They streamline transactions and are honest and trustworthy. Im thankful for their help in transitioning inherited stocks.