Merrill Lynch Financial Advisor Robert Dwyer - Punta Gorda (FL)

Dori Haggerty Elevate Financial Planning & Wealth Management offers knowledgeable, personalized financial guidance with a clear focus on client long-term goals. Chris is responsive, trustworthy, and committed to ensuring we feel confident about our financial future. I highly recommend them for anyone seeking thoughtful and professional financial planning!

Heather Markgraf Mari Harper provided an excellent experience when financing my new car. Her communication is a 10/10, even the car dealership raved about how quickly she answered the phone/ email. I received a great loan rate and financing for my mini-van. Very happy with my experience. Thank you Mari!

Diane Swindler I spoke with Rob, he actively listened and was the only person in all my MidFlorida years as a customer who actually helped me and didnt stick to the script. You need more employees who actually cares about people. If you havent given him a raise you need to. He saved my life.

Dennis Harsh We have been with Moore Financial for several years. We started with Garretts father and when he retired we started working with Garrett. Garrett has been very responsive to our requests and very knowledgeable about our investments. Whenever we ask a question if he does not have the answer immediately, he performs the needed research and gets back to us promptly. I have recommended him to several of our friends and they are also very pleased with his recommendations and service. I highly recommend giving him a chance to help you with your financial planning. Dennis and Sharon Harsh

Eric Higgs I have enjoyed our transfer to Camarda. I have been welcomed and have had the opportunity to ask as many questions as I needed to make our choice to join Camarda a pleasant one. Raymond Bast is my point of contact and he has been phenomenal. Spending a great deal of time with him on the phone and emailing just to be sure my wife and I were completely satisfied and informed of all of the questions we had. I would highly recommend Camarda to anyone looking for a great team to handle their investments.

John Preston Ive been working with Will and Bill for years. They really cater to their clients and offer some unique strategies to grow wealth. Looking forward to my early retirement.

WD Dee The best Insurance Agency! Juan Ramirez did everything for me. The process was quick and he made everything run smoothly and easy. Plus I got a great low premium.