NPC Financial - Miami (FL)

Betty Marmon This is one of the highly regarded people within the area of investments. Im certain he will support. Do not support overseas investing.

Ron Langdon Brian at Tampa Financial Group is one of the best in the business. I needed to convert my 401k into an IRA and he has provided outstanding customer service along with sound financial advice. I can rest easy knowing my finances are in good hands!

None NoneB Easy to use

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.

Ellen Holland I appreciate the personal service still offered at the Eustis TD bank, something not all banks provide. All associates I have worked with in the last 6 months have been polite, knowledgeable, and efficient.

Jaime Stafford Ive been a client with JD Bowen since 2016. I have full trust in this intimate group of advisors that have given me over and above customer service. They really care about their clients needs and what strategies would work best for them. Ive seen my money grow over the years and the taste of financial freedom is getting closer each day! Here is a photo of me and my mom at the ladies Valentines lunch they hosted one year.