Lum Wealth Management Group of Raymond James - Stuart (FL)

Eustis Sign Co Great adviser and very helpful in making financial decisions. Very professional and honest.

Caitlyn Rivard THE BEST loan officer in Key West! My fiancé and I were first time home buyers when Heather helped us in purchasing our first home! Not only was Heather super helpful throughout the entire purchasing process, but she was so reassuring and quick to respond when we needed her assistance! I am so beyond grateful for Heather! 10/10 highly recommend to anyone looking for a truly incredible loan officer. Thank you so much Heather!!!

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Jacqui Ainger We met Ryan from bates capital at one of his special Invester meals we were invited to, I just want to say how impressed with the information Ryan provided us.we met up again at his office and Ryan was so help full and gave us great advice going forwards with him , every meeting has been so comfortable he makes you feel your part of his family. Ryan coms across as a honest and trustworthy guy and we sure will be doing business again with him.

jonathan zion The best of the best thy got me money super fast and super easy thank you mike for everything he just got me My second loan it was smooth as can be I didn’t get a approval threw my bank and he didn’t give up on me thanks again hope you like the grift I sent !!!!

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.