Lynns Bookkeeping - Perry (FL)

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!

Leah Holmes Mr. Junior D Corria is not only knowledgeable but also eager to get the policies that best fits your needs . He also treats you like family and not just a number . Honestly we’ve never had a better agent .

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

John Davis Very professional office staff. I came in as a vendor to service their equipment and the girl asked me if she could bring me water or a soda. Wow.

Darla Ferrante Jonathan Di Rico is AMAZING! He always makes time for us, is warm & welcoming and helps us with solid investment advice. When my mother passed we had multiple transitional items to update and he walked us through everything! Thank you Jonathan!!

Jake Bursk Ive known Harrison for over 5 years and have been a client of his for quite a while now. I couldnt be more impressed with how professional and dependable he has become in his role as an advisor. He took the time to understand my financial situation and created a plan that was specific to my goals. He genuinely wants to see his clients do well and is passionate about the work he does. He is knowledgeable, creative, and a great friend. Im very happy to be working with Harrison as my advisor!