Nstfinance - Defuniak Springs (FL)

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Selena Gonzalez As first time homebuyers, we couldn’t have asked for a better experience. Chris made the entire process super easy and was so helpful every step of the way. She helped us stay within our budget and always made us feel like family. I really appreciated how straightforward and honest she was throughout everything it made a huge difference. 10/10 would recommend her to anyone!!

Charles Johnson Connor Johnson at the Naples Stifel branch is always so helpful and does a great job! I highly recommend him, if you are looking for a financial advisor!

Daniel Bozza Terek Wilson and the team at LSF capital made me feel like I was family. I felt they were very knowledgeable, professional, and truly dedicated to helping me achieve my financial goals. Highly recommend to anyone looking for trusted financial advisors in Fort Lauderdale!”

Gregory Schwaid Dave is highly recommended. He always goes above and beyond to help me accomplish my financial goals.