Principal Financial Group - Lakeland (FL)

Margret Streetman Kevin is a wealth of knowledge! I never feel like I have enough time to ask all the questions that I have for him. He knows how to grow wealth in the markets because he knows then like the machine they are. What an asset having him in my life.

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

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!

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.

Ella Little-Anoai Ask For Tray, I couldn’t be happier with my car buying experience! From start to finish, the process was smooth, transparent, and stress-free. The team was knowledgeable, friendly, and never pushy. They answered all my questions thoroughly, gave me a fair price, and made sure I was comfortable with every step. My new car was spotless, ready to go, and exactly as described. I truly appreciate the professionalism and excellent customer service—I’ll definitely be recommending them to friends and family, and I’ll be back when it’s time for my next vehicle!

JC Consulting Steve and his team are phenomenal. I feel very secure knowing that they are ones making decisions about my money. Very personable as well.