Orlando Wealth Management - Orlando (FL)

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.

Brendan Tate Most of the bad reviews are people that didnt qualify or didnt like the fact that they were given health insurance for free and needed more. This place is wonderful. The staff may come off a bit stern, but they have to be QUICK and they see SO MANY PEOPLE in a single day. They truly are wonderful people that work there, they are just busy! I will say that there can be long wait times (because, again, tons of people), so I HIGHLY SUGGEST setting an appointment for as early as you can get (I believe around 8AM) so you can get in quick.

Regina Martin Chris is awesome with our dual clients. We have had many closings over the years and I always feel confident leaving my buyers in her confident hands. She excels is customer service, rapport, and credit repair. I look forward to many more dual transactions.

Rachel E I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings!

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.