Peoples Financial Planning of Raymond James - Melbourne (FL)

valoree Lupe was great. My taxes were lower than ever. I will be return in NG to Block Advisors on Atlantic in Pompano Beach,, FL. Valoree R.

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.

Aaron J seiple One man was OK nothing spectacular. Their percentage rates are really high like 35 or something like that. It’s good that they’re local and I can deal with them local but if I was at out of Florida and I was somewhere else, I don’t know how good they would be but definitely percentage rates are way out of.

Nathalie Gonzalez I’ve been doing my taxes with this company for many years. Even though I moved to Florida I still do my taxes with them . That is how good and satisfied I am. I definitely recommend this company to others. Great professionalism and service. Oscar and his team are amazing!

Manny Rivas Christensen financial made our home buying experience very easy! Constant communication, easy to follow instructions and kindness in every conversation. I would recommend them to anyone I know who is looking to buy a home.

Dan Hulsey Tom has helped me immensely and is getting me on track. The software he has allows you to see a full snapshot of your life and finances. He has helped me regain control of my finances and set up a plan for my future success not only for me but also for my family. Can’t say enough good things about him and his team!

Ole Dan Tucker The Tellers are Very knowledgeable in their duties,willing to assist you in ANY way possible,always friendly and always thorough. Have recomendended to ALL friends and Family, A GREAT BANK INDEED...