Quantum Planning llc - Bradenton (FL)

Scott Yurchison Refreshing to have a financial advisor and wealth manager take a personal interest in your financial success. Not only do they work hard to bring above-market returns, but preserve your capital in times of volatility. Highly recommend.

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

Emanuel Asurza I have received great advice in regards of my current financial situation and all the different potential it has. I would say hands down Edgardo, has impacted my life greatly by bringing a great financial stability. Although he may look young, do not let the appearances fool you, since he is very knowledgeable. He has been in the Financial services industry nearly two decades now and I believe that speaks for itself.

Joseph Flynn I just had the greatest experience while borrowing money in my lifetime. Mr. Enrique guided me through the process and did not try to upsell me in anyway. Very professional and came through at a time of need. I feel blessed and thank you very much, OneMain Financial, for employing professionals like himself. Happy holidays. Flynn

Sunshine Davis Love this bank and all the wonderful tellers!

Daniel S They were patient and provided the necessary information to set myself up for a better financial future. Highly recommended!

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.