Phoenix Financial - Miami Beach (FL)

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.

Debra Hernandez Rosie at this location is absolutely amazing. She always has a smile and is so sweet. It’s always a quick in and out with her. Honestly, the 5 starts are for her

Azeez Ismailov I have big complaint to the Truist Bank. I’m truck driver in company CBA Logistics LLC since year 2020, and until today didn’t got my salary checks late. But, today my company’s representative notified me that my pay check can be delayed for two weeks, because their accounts was frozen by this bank’s crime department without any notice and explanation. This is ridiculous and I’m sure, that only Truist banks fault, because I know company where I’m working very well. I’m highly not recommend to do business with this bank. They blocking accounts without any notice and explaining. Now I’m late in my payments and schedules because of this banks big fault. Unprofessional and ridiculous.

Jackie Besson Great financial people!

Christopher Yates We have been using the Winter Park Schwab office for a few years. We have always received promo, professional and friendly service from Eve that we have dealt with.

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.