Oppenheimer & Co. Inc. - Fort Lauderdale (FL)

Haytham Abukahdeir Very helpful with their services. Alexander Ammar is amazing!

Gerri Rorick Integrity and knowledge - and always with the client’s best interest at the core of this organization. Tough combination to find in today’s business environment. You can trust Trent and Jim for investment direction and growth.

Amarilys Victoria I would like to acknowledge the exceptional service I received from First Florida Financial. I am very thankful for Brandon Sheasleys knowledge in the field and his professional and responsive assistance during the entire mortgage process. He made himself available to me at any time of the day - even calling me within minutes after I sent him a text message as he took into account my variable work schedule. Brandon consistently went above and beyond to ensure all my needs were met and everything was handled thoroughly and efficiently. I will continue to recommend Brandon in the future.

Denise C We enjoy working with Jason very much. He is professional and considerate and listens to our goals and needs and comes up with great options for us to consider. Jason always has time to listen and answer our questions and is very responsive and quick to get back with us whenever we need to speak with him. His advice has been sound and we look forward to continuing to work with him in the future.

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!