Raymond James Financial Services - Lake City (FL)

Arnalie Fleishman I became a client of Matt Antos almost 20 years ago. He was recommded by my parents and they were very pleased with his expertise. Matt and his staff are always courteous and very professional. Monthly emails are sent pertaining to the state of the economy and how that may affect a persons portfolio. I receive quarterly phone calls regarding my portfolio and if Matt feels an investment isnt doing as well as he expected his advise might be to switch to another and explains his reasoning. I feel confident that he is always looking out for my best interest.

Holdon Neal Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!

Roberta Velazquez Allard Always kind and never a hassle, good selection of food and no bugs ever!

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

Nasir Nabial Its nice to have a new location here in lakeland, beats having to drive to Orlando or Tampa. As someone who used to be on TD Ameritrade, the switch over to Schwab was done well, Bravo.

Sophia Gipson Working with Hendrix was great. He was very phenomenal on keeping us updated and staying on top of everything and hes very respectful. I appreciate this opportunity. Our company was making way over the average revenue but we couldnt keep up with the income because we were constantly spending on fuel for our company. Im just so thankful to have this business capital because it will allow us to stay ahead and continue to grow our business without any worries. The interest payback may be high, but its worth the opportunity to grow your business especially if the business you have will give you great revenue. Thanks again OPF for giving us an opportunity.

Sergiu Victor Pletosu I meet Drew a year ago ! From the first time I met him, I was impressed by his passion and knowledge about retirement planning, investing and other ways to improve the financial life. His financial advice was real, easy to understand and was explained in such a way that it was easy to relate and follow. He came across as a person that wants to help others build a better financial future. I strongly recommend to meet with him.

Brandon Uhl great guy knows what he is doing !