Modus Wealth Management - Key West (FL)

suzen st dalke Everyone here is fabulous. They do such a great job and are so kind and helpful. Worth your time to check them out and make the investment.

jerabinka Hour wait on phone

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.

Tyler V Tomaras Chris Hunt has been great. He has given me wonderful financial advice and I have seen a significant return on my retirement accounts. I now can actually see myself with a comfortable retirement in my future. Thanks Chris

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.

Lulu Jenkins Theyre such a great company. Got me into a car that I wanted and was very patient with me. I enjoyed my time here and I hope everyone will come see them and give them a try

Arely Osorio Loved the way their staff treated me, Rosalia was great at doing her job! she was well informed on what she was doing, guided me through the process very well. Any questions I had she would answer & would be great guidance, I usually never leave reviews but this one deserves one!

Helen My husband I were looking for someone new about 6 years back. We attended several dinner presentations and were quite pleased with The presentation. For some reason, it clicked with us. We had an in person meeting scheduled later to review planning and goals for our retirement future. I can honestly say we are very happy with the group and our financial returns. We get updates by email with general information, especially how the market is performing and thoughts ahead, and it is environment as we have today with the ups and downs. We feel very secure and comfortable with how HD MONEY has us invested. Highly recommend them.

Jamie Burkett Very friendly and efficient staff.