Raymond James Financial Services - Lake City (FL)

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.

Molina & Son Brick Pavers, Inc. The team at Adelson Group has been an incredible resource in helping me feel more confident about my financial future. They are knowledgeable, professional, and truly take the time to understand your goals and needs. I really appreciate their thoughtful guidance, consistent communication, and ability to explain complex financial matters in a way that’s easy to understand. Its clear that they genuinely care about their clients’ long-term success. If youre looking for a trustworthy and experienced advisory team in Boca Raton, I highly recommend the Adelson Group!

Massimo C Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend!

Andrew Dumas If you are looking for an Investment company that can help you understand the market, guide you towards a fruitful retirement , and takes the time to educate you on different financial services that will benefit your life, Ameriprise is the company for you. Oscar Tapia and Jason Tapia took their time to guide me through different plans and were patient with me to make sure I was making the right decision for myself. As someone who is just getting into the investment world they gave me all the knowledge and tools needed to make an educated investment choice. They are the best and I will recommend them to everyone.

Victoria Dean There were no ambiguous terms or hidden costs associated with the J H Finance company loan, in contrast to other lenders. I felt informed at every stage of the financing process, which was simple.