Quantum Planning llc - Bradenton (FL)

Emily Young So thankful to have found Eric! This is our second year using him to enroll in our healthcare plans and he makes it so stress free and easy! Highly recommend him to anyone looking for insurance.

Paola Ocasio Giving the 5 stars to Wendy from collections, was having issues for months and was the first person to actually explain and resolve my issue in not understanding. Very pleased with her customer service. Very attentive, patient, understanding , helpful and explained very clearly. Appreciate her.

Just Me Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.

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.

Linda Coleman Very helpful and advice about medicare program plus they are able to help plan for your retirement too

J Lombardy I had a great experience working with Sebastien, Nick and the OrangeFi team. They were extremely thorough throughout the entire process. They were readily available to answer questions and address concerns. This made the process easier to get through and educational for me. I was very pleased with my results and would recommend them to anyone who is trying to acquire funding for a business.

Mo Austin I absolutely loved the staff!! Ms. Allende was very helpful, kind, and professional from beginning to end. They informed me of every step of the way. I would recommend this to anyone of help with your loans you will not regret it.