Pinnacle Financial Wealth Management - Merritt Island (FL)

Julie Belote Nothing but compliments on the entire staff!

Jill Voss Over the years, I’ve worked with different advisors. My experience with Big Financial has, by far, been the best experience. Glenn is on top of the market, and is always looking for new financial instruments that deliver better results. Lauren, his Client Services specialist is responsive and very knowledgeable, and always gets the job done. I’m very happy I found Big Financial.

TED GLIPTIS Very pleasant and attentive

Tony Sutherland Choosing Orlando Financial Center to handle everything for my mortgage was the best decision I made during the entire process. You need someone you can trust and someone that will handle everything, and I mean everything. Nancy and her team answered all of my first time home buyer questions, as well as diligently handled everything with my complex VA loan. Cannot say enough good things about Eddie, Nancy, and the whole team at Orlando Financial.

Sharaya Pierce If you are a business owner or a tax professional, this firm is the way to go for education! Professor Ferey and his library of books has provided me with information I have been looking for over years of "tax frustration". So far I have taken his course on Corporate Taxes, and am in the process of completing his prep course on becoming an Enrolled Agent and with every session I was able to leave with more knowledge than I came with. Hes truly dedicated to your success! I look forward to taking more of his courses in the near future!

Francisco Beltran Working with them was very simple, and they were transparent with all parts of the project. The best part is that despite several setbacks, they were still able to deliver an amazing 50% ROI! I am looking forward to working with Arvin and KGB Realty Investments in the future.