Matthias Private Wealth, LLC - Winter Park (FL)

Verearchela Malcolm The bank manager came out spoke to one client only while the line was outside of the door he did not one thing to move the line the one teller that was there was helping the same one client that the bank manager spoke to for over an hour which she was still helping after I left. The other teller came off of her lunch break yo help move the line. Awful as a banking institution especially .

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.

Jerri Griffin Im renting will 10stars property management for a year and never rent for a more Professional rental company The employees are so professional Kristin is the best she is on top of job she makes sure the apartments stay up to par and I can say she never seen to amazed me when I need help have never let me down.Thanks Kristin for be you.

Rose McCarter Julie has been doing our taxes for 10 yrs. She is thorough and detailed. I cant imagine anyone else taking care of us the way she has. They are really busy so I always get my documents to her as soon as I have them. Thank you for the great service Dale and Rose

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Barbara Metivier Very knowledgeable & informative financial Edward Jones advisor. Takes individual customers situation & ensures they are comfortable with overall decisions & growth.

Jaiden Kane Xavier was extremely professional and timely! He helped us buy our first home with no struggle and really made the process as stress free as possible. His communication was fantastic and he was highly reliable.