Principal Financial Group - Fort Myers (FL)

CZ P The service, personal attention and professionalism at Raymond James Financial Svcs, at The Shoppes of Citrus Hills is outstanding! They are always available and prompt when I call the office, as well as always being available when stopping by the office!

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.

K. T. Great location! Tanisha was professional, friendly and caring throughout the entire quick process. I really appreciate the great service! Free Money Orders- cant beat that!

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!”

Anderson Shantia “TIARENEE” Everything was explained very well and I greatly appreciate the information that was given to me very helpful to my family

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

laura baumgartner Deslyn was very professional and helpful. She explained everything, answered my questions and was very patient with me. She assisted me in choosing the right loan for me. I would definitely recommend one main financial.

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