Peoples Financial Planning of Raymond James - Melbourne (FL)

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

Vanessa Cusell Dont deposit cash in the ATM outside. It ate all my rent money. However with that being said, the store manager Allen Wier was amazing in helping me get my money back. The bank does not service the outside ATM, but he was on the phone instantly with the company, and he filed a claim for my money. Although I did have to wait 3 business days, the money was back in my account. Im very thankful for all his help.

Lorna Seid They were very polite very helpful definitely like to see you have a good retirement and help you grow your assets

J-liz Hoffman Great financial help. Mr. Gates is very knowledgeable and explains things wonderfully.

CARLO SIMPLIS Edwina was very helpful

Tim Oliphant Ross and Teresa have been taking care of the taxes for our entire family over the course of several years now. We go back to the days of the old Hollywood Bread building together. We know that we can count on them to keep us on track with our scheduling, documentation requirements, quarterly filing when necessary, and extensions as needed. Ross has always been a savior to us, by keeping us in the know about any law changes over the years and has saved us a great deal of money that we otherwise would have missed out on with our returns. I plan on being a lifetime customer, because I know that I can have piece of mind and can count on Ross and Teresa to take great care us!