Raymond James Financial Services - Dowling Park (FL)

Deepblu dude Excellent service, easily reachable, positive experience.

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.

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Jary Quinones Excellent Service

Carol Burch Great auditorium for college and community events such as graduation ceremonies and annual dance recitals.

Gabriel Mercer Bryson Bard was the first conversation starter I ever met who helped me start thinking seriously about financial planning. Ill never forget grabbing coffee in a starbucks parking lot at 7am (before his first meeting of the day), just to get to know me. Really appreciate the approach and looking forward to how our relationship will grow +30 year from now.

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.