Plus Financial Services Inc - Bradenton (FL)

Michael Bernardi I recently had the pleasure of working with John Ziesing, at Advanced Capital Management and I cant express how grateful I am for his assistance! He provided me with the necessary information regarding my annuity contract, which was crucial for my refinancing process. John was incredibly knowledgeable and made sure I had everything I needed to move forward with my refinancing. If youre in need of assistance with your annuity or retirement planning, I highly recommend reaching out to John Ziesing, at Advanced Capital Management. His dedication to helping clients is evident, and he certainly made a positive impact on my experience. Thank you, John, for your outstanding support!

Zild Tribol Could not be more pleased with the performance of my advisor Andrew Wilson. Under his guidance I have made $17K more in the past year than I would have made on my own. In addition to being a quality advisor, it must be stated that Andrews willingness to answer the phone and alter meeting times to accommodate me has been second to none. He has never once complained and has always reached out to me to remind me of our meetings. There is no doubt in my mind I will continue to use Andrews services for the foreseeable future and I cannot recommend him enough.

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Geeky Tracy is always so helpful and patient. She is always happy to walk me through things step by step and answer all of questions. Plus they have lollipops!

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Veda Crosland Judy in Green Cove Springs was absolutely amazing. She got us on track and her diligence was top notch.