Orlando Prime Financial Advisors - Orlando (FL)

Gail Texeira Lol I forgot to post the first one. I love the people who work in the transportation company. The drivers are so nice and I love talking to them and joking around with them. The people at the office when you call are very nice as well and they go out of their way to make sure your needs are met. Great service for me I appreciate them and grateful to them all.

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Kerry Hirschy Yailenys made everything so easy. Yai is a very responsive and clear communicator. I loved working with her because it wasn’t work at all. She is very reassuring and polite. Yai had our trust within minutes. Thank you very much for the great service Yai!

Amy Hand Ray and Brenda were excellent to work with and completed our closing efficiently. We appreciate their expertise and great communication throughout the process.

Isabella Fogle I went to Bankers Life and had the pleasure of working with Nick for my life insurance! He was fantastic to work with, and it is a great company! Would recommend!

Derrick Jennings The staff is terrific, my children loves to attend school and I see progress and productivity at home and at this facility.