Morgan Stanley Financial Advisors - Boca Raton (FL)

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Javier Garcia Sara V was a pleasure to work with very quick and easy, will be only seeing her from now on

Francisco Beltran Working with them was very simple, and they were transparent with all parts of the project. The best part is that despite several setbacks, they were still able to deliver an amazing 50% ROI! I am looking forward to working with Arvin and KGB Realty Investments in the future.

Linda Ruiz John David and his staff have been meticulously preparing our taxes for the past 10 years. They have extreme attention to detail and always respond quickly to any questions or concerns we may have. Highly recommend!

Penny Phipps Bonefish was a great location and the staff very pleasant. They were a great partner for Strong Point Financial. The presentation was focused and unhurried. You were able to digest most that was said as numbers is not my thing. For a serious subject matter, Cory kept you attentive with his examples and the way he presented it. He made it clear he was not selling anything, and you did not get that feeling, only that you were being educated. So many things are left on the table when you are initially being set up for retirement and you are just told the basic.

Logan Saunders Amazing environment with amazing people.