Michael Baggett - Morgan Stanley Financial Advisor - Pensacola (FL)

Richard Siemon Honest and forthcoming. They attempt to right for their clients.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Linda Seidel Very caring and knowledgeable. Paul and Chester are outstanding and always very helpful.

Nick Conte Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida. Nick Conte

JoAnn Gardner My husband and I are very pleased with the financial advice we’re receiving from Jennifer Miller. She has helped us dream of what we want retirement to look like, and now she’s showing us how to make those dreams come true through smart investing.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

William Mitchell Craig and his team have done an excellent job with my portfolio for the last three years they are always accessible and willing to talk as long as needed. I would highly recommend this team to anybody thank you personalized service to their clients and their clients come first Good job