1 /5 Dan Adelhelm: SPAM center, despite repeated attempts to have them cease spam mail/phone calls I am still being called. Do not give these guys your contact info under any means.
5 /5 Rachel Herota: What a blessing to be able to rest assure that my 401 K is in the hands of a reliable and honest company. It is a very rare thing these days not to have to give it a thought if my funds are being handled in the best way possible. I know they have my best interest at heart!
5 /5 Raul Veitia: The Team @ Canizales-Walters Financial Group handle my SEP IRA as well as life insurance policy. As a self-employed individual, it is extremely important to me to feel safe and comfortable with my long term financial goals. Thank you for keeping my money safe!
Parker Yates I have been banking with this Seacoast branch for many years and the staff is always so polite and helpful. Anytime I have an issue as long as it isn’t major it gets resolved quickly.
Michelle Carter After working with a financial planner in Ohio for over 20 years, I wanted to find a local company to manage my assets. The Wynn Group were highly recommended for my financial needs. They are patient and will explain as many times as needed to make sure that I clearly understand the wealth management plan that has been recommended for me.
I highly recommend these brilliant financial planners.
Lee Curtis I was having a problem transferring a small amount of money into an inherited IRA. Renato M. Boac went over and above to solve my problem for me. I cant ever remember getting customer service at such a high level. Thank you!!!