Morgan Stanley Financial Advisors - Winter Park (FL)

Denise Petersen The representative was also a pleasure to deal with and made the entire experience a great one. Would recommend Choice Business Capital Finance to anyone!

Loretta Duitsmann Justin is very knowledgeable and will do whatever it takes to find the cheapest insurance. Ive referred a couple friends to him and they are also very pleased.

Nelson A The girls in Hialeah are the best! They are fast, efficient and know what they are doing. Daymara, Yanisley and Daniela are the best! Talk about bring professionals! They are second to none!!

debbie lee We had recently bought a home in Holmes county. When we closed we had a different insurance agency that we went with. 2 months after closing that agency sent us a letter stating would no longer insure us because we were too far from the fire department. We went to Farm Bureau and Steve worked with us to get us home owners insurance very quickly. Steve did a fantastic job. We will definitely keep our business there.

Jordan Jones Gregg is truly the best in town! His expertise as a financial advisor is unmatched, and his ability to break down complex concepts and educate his clients is incredible. He takes the time to ensure you fully understand your options and makes you feel confident in every decision. I could not recommend him enough. If you’re looking for someone knowledgeable, trustworthy, and genuinely invested in your financial success, Gregg is your guy!

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.