OMEGA WORLDWIDE FINANCIAL SERVICES - Hialeah Gardens (FL)

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Elizabeth Golightly Werth My family has been using Rick Tonkinson for over 40 years. They always took care of my father and now my finances feel secure in their hands.

Christopher Yates We have been using the Winter Park Schwab office for a few years. We have always received promo, professional and friendly service from Eve that we have dealt with.

Sam Ballard Best mortgage broker in West Palm Beach! Eric was kind, courteous, knowledgeable, and professional. He really went above and beyond to explain everything to us and to help make the process as smooth as possible for us. Thanks again Eric! Were extremely grateful for all of your help and support! Best, Sam & Shel

sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

Carolyn Rudolph Andrea Gulliksen is an outstanding financial advisor. Her twenty-five years of service in the military is evident in Andrea’s attention to detail, integrity, and sincerity the moment you meet her. I lost my husband unexpectedly over two years ago, and with Andrea’s ability I was able to navigate this challenging time in my life. Her knowledge of the financial world helped me preserve and grow my assets since my husband’s death. Andrea also cared about my emotional well-being and showed me compassion at every turn. She helped me find resources in the community beyond the financial world. She cares about all aspects of her client’s life. She brings in community experts to run seminars for her clients about such things as Social Security, Medicare, and more. I highly recommend Andrea Gulliksen as a financial advisor.

Tom Fogarty Truly First-Class Service and Expertise! I am thrilled to give Sean Stevens and the entire Metroplex team a five-star review for their outstanding service in helping me secure financing for my new home. Sean and I have a working relationship that goes back over ten years, and I can honestly say I would never consider anyone else to handle my real estate and mortgage needs. The entire team consistently delivers first-class service with a 100% customer service mindset. They provide straight answers and clear guidance, which made a complex process feel simple and manageable. If you are looking for a trustworthy partner to answer your mortgage questions, I highly encourage you to call and speak with Sean and his team. You will not be disappointed.

Phil Carroll Brandi Howard was extremely professional guiding me though a difficult heloc loan. We had several hurdles but Brandi was there the entire way.