PNC Bank - Okeechobee (FL)

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Lisa Riehl My house insurance rates are great they were fast and efficient so far so good

Jeff Leffel Jim is extremely knowledgeable and very honest!

kenneth stover Amazing!!!

Hoopsonmission Such an amazing company! When it comes to financial freedom STIFEL can assist you with any questions you may have. Their amazing support and team is amazing. They answer questions gracefully and you never feel rushed. They have partnered together with us in the past with feeding families, and making our community a better place. They are the best!

Taylor Jay This was my first year going to Chandler Financial and I am so glad I did. She was beyond professional and made everything easy. Her and her team were very knowledgeable and made this years tax process seamless. I filed confidently knowing I was in good hands! Thank you so much Chandler Financial! I will be back.

Steve Holidayworld I’ve been with NFSG for several years as a client of John Zaffarano’s. When I first opened my account it wasn’t anything close to special enough to warrant attention. John was accommodating, honest and candid about what could happen given time and perseverance. Over time the numbers improved and we were closer to achieving our long term goals. His advice of focusing on realistic goals and expectations, keeping to a long term plan worked well for us. Throughout the process it’s not only been John, the support team from day one hasnt changed and they are aware, responsive and professional. It’s wonderful being retired now and not having to worry about financial security. Thank you John

Daniel Bozza Terek Wilson and the team at LSF capital made me feel like I was family. I felt they were very knowledgeable, professional, and truly dedicated to helping me achieve my financial goals. Highly recommend to anyone looking for trusted financial advisors in Fort Lauderdale!”

Scott A Thank you, Frank! AR capital was able to get us the financing that we needed to buy the equipment to open our health and wellness center. Thanks so much for making the process so easy and the turnaround time fast.