MERCHANT HUB - Miami Beach (FL)

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Victoria Gregory Neal and his team are always very helpful and professional. It is a pleasure to know my investments are being looked over on a regular basis. Have recommended several clients to Neal.

ALICIA DEL VALLE It is the best Bank in the United States

Barbara Preis I felt very safe and well taken care of. The staff was amazing and polite. I’ll be returning. Thank you Sarah-you are amazing!!

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Gail Schmidt Kathie was competent, professional, and very helpful. She answered all of our questions and took care of the task we presented her. Were so glad to have the Eustis branch nearby.

Diana Husband I was looking for a fiduciary to do a spot check on my finances and John was the absolute perfect person for the job. He was incredibly prepared, knowledgeable, and provided me very actionable advice and his perspective on where my finances stood, and items I could improve. He provided me the foundation I needed to understand some of the financial principles and helped me understand how to use the tools available to my advantage. His time and skillset was well worth the money and I would absolutely recommend him to anyone and plan to use him again in the future.

Paul Ferr Jorge did an excellent job reviewing everything with me on a debt consolidation loan, highly recommend! Ask for Jorge in Hialeah office for assistance. Thanks for all your help!