Poppell Financial Group, LLC - Tallahassee (FL)

Emily Jiles My experience has been phenomenal service, top notch professionalism, and peace of mind. Mr. Hargreaves has done an amazing job helping me get my plans together for the future. Thank you for all you have done to help me and my family!

Tim Rochon Our company sought bridge financing between contract periods with our larger clients. Chad and Nathan at Excel Capital Management quickly offered us several options from which to choose. When we needed yet more options, Chad delivered in a matter of hours. Throughout the process, Chad remained in close contact by phone, text, and email. He and the Team at Excel were always respectful and professional. I highly recommend Chad and Nathan at Excel Capital Management for all forms of business financing.

Derek Lovett Love me some Rhonda. Great service and knowledge.

Lea Ann Bird Mike is a fantastic advisor! He explains everything in laymans terms. I highly recommend him for your financial needs. He also has a wonderful, friendly staff!

Jacqueline Campbell We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!

Frank Holt Just recently opened an account at this branch was help by Martin. And could not have had a better experience at opening an account than what was provided by Martin. A real quality person.

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!

SHAM ROCK If getting life insurance was an Olympic sport, Maddie would’ve gotten a gold medal in my opinion. She didn’t just set us up with life insurance, she set us up for generational peace of mind while somehow making the process fun. I didn’t even know I could laugh and talk about death in the same conversation, but Maddie made it happen. 10/10 would recommend her to anyone with a heartbeat because SHE THE TRUTH. She probably could sign ya pets up too!!