Oportun - Hialeah (FL)

Jacqueline Campbell We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!

Kelly Freeman Natalia and Robin were so patient and kind with my grandmother they explained everything to her and helped her with everything. She 80 and has lots of questions as he loved sitting and talking to them and next month she will be bringing them some home made strawberry jam cause they made her feel at home we hat a great company we found to help her out thanks you to wonderful ladys

Roger Slater Jim Ronecker was absolutely amazing. I cannot say enough good things about him and this company. This is my first time buying a home, and they took me through the process step-by-step. It was the easiest part of buying my home. I cannot think Jim and the rest of his team enough. Amazing job Guys,. Keep up the good work And thank you for making the dream of owning my own home possible.

Patrice Merritt Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial management look like.

OK OK The bank manager and assistant were incredibly welcoming and friendly! They were so professional and made everything easy to understand. Their clear communication was never pushy; they took their time to explain everything patiently. I am very satisfied and truly enjoyed opening my account. It was a wonderful experience! Ms. Suri was such a pleasure to talk to! She helped me open my account and was very professional, polite, patient, and friendly. Thank you, Ms.M Suri. you are the best!

Ann Wilgosz Starting my financial journey with Jesse has been the BEST thing I ever did for myself! He’s helping me with debt management, savings and hopefully soon with investments. It’s been 6 months with him and I’m CRUSHING my goals because of his amazing mentorship. I can’t recommend him enough. If you’re looking for help with your finances, no matter what the goal is, he’s the right person for ALL of it!

Jake Bursk Ive known Harrison for over 5 years and have been a client of his for quite a while now. I couldnt be more impressed with how professional and dependable he has become in his role as an advisor. He took the time to understand my financial situation and created a plan that was specific to my goals. He genuinely wants to see his clients do well and is passionate about the work he does. He is knowledgeable, creative, and a great friend. Im very happy to be working with Harrison as my advisor!

Richard Cocchia I work in an office close to theres. I called in desperation of a Notary and they were there to help. Very Friendly, and a pleasant experience. Ill be sure to refer people in need of a Financial Advisor. Thank you Lynn!