Marshall Financial Group - Mt Dora (FL)

Gautam Bazaz Great advice, focused on the long term, helped me with both financial and life planning.

Derek Stabell David and Noah are a terrific team of financial advisors and I cannot be more positive with regards to my experience with them. David has advised our family for over 10 years now. He is responsive, very talented and knows the business of investing like no one I have worked with in the past. The customer service at this Unify office is professional, prompt, friendly and down to earth.

Jason Meyerson Best people I have ever met truly trustworthy and very helpful God bless you

Samantha Reeves This company has a very rude and not so caring lady working there. My nieces, nephew, my dogs and me were walking and needed to stop for a break to cool down under a tree and get a little water from the outside spicket. The lady immediately came out screaming at me to get off the property that I was trespassing. I tried to explain that we had just stopped for break, but the lady just kept screaming at me to get off the property and slammed the door behind her. Now this is after we done walked 20 minutes and our water bottles had ran dry. We just needed a few minutes and a little water to get us back to walking home. I dont understand why people a so rude and dont care for others. No wonder this world is the way it is. There was no reason for the lady to be so nasty, we were not destroying or defacing the property in anyway. Just needed shade and a little water. I am so mad and upset that someone can do or say nasty things to kids and/or animals in this heat.

Kaila brown Wouldn’t recommend . These people are rude and spiteful. I got a 2015 for fusion from them in 2023 , the car was fine. I never missed a payment was great customer . The beginning of 2025 started to have car issues so i just decided to trade the car in for something more up to date. Traded the car in for a 2018 Kia optima , 3 weeks after i got the optima i started to have issues the check engine light came on, i took it to auto zone and the computer showed it to be the pcm. I called my financial company which was greater financial and they had the towing company come pick the car up to take it to the garage .A couple days later they stated that they believe it was the throttle body (which they made me pay 300 for) so they replaced it but if i continued to have issues with the car i would have to get it towed to Kia. Cool. A week and a half later i begin to have more issues with the car, every single light came on in the Kia and my car wouldn’t come out of park. They came to get the car a day later and had it towed to Kia march 27th. Even kia could not figure out what the problem was. Which had to be related do the pcm ! Which the the garage knew it wasn’t the throttle body in the first place. Mind you i barely got to drive the car. Everytime i would call they would say they didn’t have a update and they would call back, never once did they callback i would always have to call them and when i did call they would say we haven’t a update and why didn’t you make your car payment yet? Lol. Who would make a payment on a car they couldn’t drive? Here it is May 15 2025 the car is still in terrible condition. They offered to let me trade the Kia in and get a new car but i would still owe on the Kia!!! I told them I think it would be my interest to just not take the car and let them keep the Kia. Within a few hours they had towing company come to Kia to get the car repossessed so i wouldn’t be able to get any of my belongings out of the car and that i would have to pay 150 to get my belongings out of the car. Now i have a repossession on my credit for a car that was in terrible condition before i got it.

Paul Schaefer I would like to express my gratitude for outstanding costumer service recently received over the phone and in person. I had hundreds of papers to copy, be organized and transferred to a usb drive. My interaction with Shawna was amazing and my request was completed with absolute accuracy. What an awesome business to have in our community!

Wendy Compte Excellent, very professional service. Very friendly staff. I highly recommend them.

Barbara Williams Warm up