Massey Romans Capital - Vero Beach (FL)

Michael Bernardi I recently had the pleasure of working with John Ziesing, at Advanced Capital Management and I cant express how grateful I am for his assistance! He provided me with the necessary information regarding my annuity contract, which was crucial for my refinancing process. John was incredibly knowledgeable and made sure I had everything I needed to move forward with my refinancing. If youre in need of assistance with your annuity or retirement planning, I highly recommend reaching out to John Ziesing, at Advanced Capital Management. His dedication to helping clients is evident, and he certainly made a positive impact on my experience. Thank you, John, for your outstanding support!

Amber Lee I never would’ve associated a bank visit with a pleasant experience, but Anthony went above and beyond being so kind and helpful. Thank you for all that you do!

Anna Gibson Amazing staff that all go the extra mile to help you. We have had 3 different closings here and all 3 were easy to accomplish. Angie was especially great at getting all the paperwork completed for the closings mentioned above and she also helped me with another real estate issue which required many different iterations of the final document. We have another closing in the future and we will continue to use their services. Highly recommend.

Michael Fernandez Dont look any where eles the Holland Group is the BEST!!! The owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didnt recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.

Mike Mineo We recently had the good fortune to engage and work with Daniel Stewart of Stewart Wealth Advisors on a couple of financial transactions. We were very pleased with his advice, communications and the follow-through we experienced. it has been a very positive experience.

Linda Copeland Radiant Credit Union was a great place to open a new account. They took me step by step through some obstacles until we finally made it all work. Danielle was fantastic to work with.

Ruth Limon Great service. Highly recommend you do your financial planning with these group of amazing people. Knowledgeable with teacher hearts. Great people!