Oportun - Hollywood (FL)

Alisha Allen Nick is the most ethical and considerate Advisor I know. When I brought my portfolio over from another Advisor, he had no problem telling me it was already performing well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.

Brian Kogelmann I have been working with Moseley Investment Management for several years now and could not be happier with the results. They always have time for me and answer all my questions and concerns. I feel valued as a client. I look forward to continuing working with them going forward.

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

Jean Hugue Dolne It was a pleasure to meet qualified, honest and knowledgeable agent like Patrice at Mariner Finance located at 125 N Congress Ave Boynton Beach. She took time to explain all the steps patiently with an exceptional smile making me feel at home. Thank you Patrice. Jean-Hugue.

Viktoria Beggs Mike Agnello Financial Group,INC.is the Best ! Mike is the ultimate professional , knows the industry , Plus he is honest , caring and dedicated to his clients . I have been a very satisfied customer for 14 years .

Whitney Ross If there was 10 stars i would definitely say this company is by far the best to help fix your debts and help establish building a business plan. The owner truly understands and cares in helping others. He has an amazing team that also cares for anyone who needs help plus they all make it less stressful and soooo much easier. For example Kaila has been really helpful in explaining on what to expect and has been on point. I’m very happy with everything that they’ve been doing and I will be continuing with future business opportunities. Thanks again you guys

Jared Jones I’ve known Ron for many years, and he’s always been patient, kind, and honest in everything he does. When it came to helping me with my future financial plan, Ron’s expertise and genuine care made all the difference. If you’re looking for the best financial advisor in the area—someone you can trust wholeheartedly—look no further than Ron. He truly goes above and beyond to ensure his clients are set up for success.