Nebula Financial - Melbourne (FL)

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

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

sergio guerrero The worst financial institution with the worst products in addition to high interest rates, I have been paying a loan for 3 years, not even the pandemic has made me stop paying the installments, it is worth mentioning that within my installments I pay for insurance that they offer in case I have a medical problem, something happens and I cannot pay my installments because that day arrived, February 10, I had a stroke and I was in the hospital for a week and even so, I have not stopped paying February and March but already April it is becoming difficult for me to pay because I said I am going to collect the insurance, it turns out that I applied, I went to my doctor, he filled out the form with the information he had but some fields were left to fill out because it did not correspond to him but he did fill in the most important ones, such as the diagnosis, the date he gave me, the hospital where I was, the information of the therapies, etc., well, it turns out that they are attending to the fact that they did not put the day they disabled me and when until when I will be out of work, which seems stupid to me because if I had a stroke on February 10, since what day did I start the Disabled? And I dont know when Ill be discharged because the therapists are asking for six more weeks of therapy, and I have an appointment with the neurologist until June for a checkup. Theyre shameless. I spoke with an insurance representative, and it was agreed that they want that filled out, but the general practitioner cant fill out information from the hospital or the specialist. I have an appointment until June of this year. I told her I could send her the hospital documents, but they wont accept anything.

michael Lamb Called to talk to Jan for a quote for commercial insurance 2 different times and never heard back. Very disappointed!

Gwendolyn Staten Whether you are retiring or just looking for ways to diversify your funds, contact Jordan Lee at English Financial Group! Hes knowledgeable, professional and very calm...no pressuring to make a snap decision.

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

Miranda Sharkey Gretchen is wonderful to work with. She is extremely knowledgeable in her field, very personable and gets things done!!! Highly recommended

Tyler Reed I have a 2005 F450 that had the engine replaced a year ago with a Ford Reman Engine by the previous owner. The engine dropped an injector. I took the truck to Murray due to possible warranty on the engine. Carey, I think his name was, in the service department was extremely helpful with getting this issue resolved. I even talked with Mike, the commercial salesman about a new truck in the near future and he was very helpful and not pushy like some salespeople. The few techs I talked to were also nice guys and I would trust them to work on any of my vehicles. Turn around time, especially for a truck of this age was pretty quick. 2 days and I had my truck back. Hard finding good dealers anymore but this one is great!