Priority Credit Union - Lake Mary (FL)

Marcus G Investing has always seemed like a weird game that sometimes makes sense. However, that confusion was made clear by working with Black Creek Wealth Management. Cory made it very simple for me to get started. The best part of the process is that Cory treats me like a person and is straight-forward when addressing any of my questions or concerns.

Daniel Cantero Medrano Hi, today I was at this financial institution to open my checking account and I received magnificent attention from Banessa A. Very good work and a very important point: this agent is bilingual. Thank you very much.

Delaney Mathews The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!

Kelly Brown Got an automated call from them soliciting. I have absolutely no business with them. And my number is listed on DNC DO NOT CALL LIST. I GUESS THEY BELIEVE LAWS DONT APPLY. BUT THEY DO.

Gayle Cantaffa Sloane has guided me and my family for over 30 years. The best of the best with financial planning and has helped secure our financial freedom and planning for our later years.

Bradford Bateman I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor®, it has been difficult for me to maintain my bookkeeping throughout the year and burdensome come tax time, that is until I started working with Northrop Financial Group. Now, Meghan makes things very easy for me and maintains all of my records. I am now able to focus more on my income generating activities and continue to build my business. I am very grateful for the services Northrop Financial Group offers and for the customer service that I receive. Thank you!

Steven Del Nunzio Only wish I was able to give more than 5 stars. Karly Guiliano has been nothing short of amazing. Helpful, patient, intelligent, easy going, can go on and on. Michael Nieves was equally amazing at the banking center. He helped me through paperwork a local bank was requesting and actually waited for me after hours to process the deposit.....on a Friday afternoon no less. Over all experience top notch. Could not have expected more. Highly recommend both of these wonderful young people.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!