Merit Financial Advisors - Sebring (FL)

Courtney Heath SRQ Wealth has been a game changer for our family. We had been taking many of the right steps as we plan for retirement and our family goals but Karin, Justin, and the entire team have really helped us level up and plan in a much more fulsome way that is paying off for us both financially and in peace of mind. Not only are they providing great financial advice and investing our funds wisely, they are an active partner, helping us stay on track, which we needed to realize our goals. 10/10 recommend. If you dont yet have a financial planner or yours isnt realizing your goals, you should definitely connect with SRQ.

Pastor Brad Wickersheim A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.

Mia Tramontana Working with Peter and the Keystone Financial Planning team has been an absolute pleasure! Peters expertise and professionalism are second to none, and he genuinely cares about delivering the best. Visiting the office is always such a welcoming experience—Krystal is always so kind and helpful. If youre looking for a team you can trust to prioritize your financial well-being, I highly recommend reaching out to Peter Pastman at KFP.

Kaitlynn Peterson I usually never give 5 stars to any establishment and it’s even crazier that this is a recovery establishment. My vehicle was sadly repossessed due to hard times. The guy that runs this establishment in Tallahassee was so helpful to us and was sincerely trying to help us get our vehicle back. He’d call me with updates and everything to let us know what was going on. Very nice guy and so helpful! If you go through what we did, be nice to these folks. They’ll really go the extra mile to help you out if you need it. The main office in Tampa is a little shady but the guy that runs the Tallahassee location is very nice.