LPL Financial - Lakeland (FL)

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.

Kay Purvis I was introduced to Patrick at Landing Financial Group and then went to a dinner meeting to learn more about the firm. Its close to two years now since I made the decision to partner in investing with Landing Financial. Im a senior citizen and it was time to gather my assets under a professional directive to gain the best outcome for me. My goal was not to run out of money and to live as independently as possible. I have been more than pleased with the outcome, the availability to call and speak to Patrick reassures me of my decision. Finally retired and enjoying the fruits of my labors!

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended

Luisa Braga Confio muito e indico a Tb Financial a todos!

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!