Raymond James Financial Services - Sebring (FL)

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Shayna Ford Joshua Boulware leads his team with confidence, grace, and transparency. He will make sure that you are informed every step of the process and you are treated with respect, dignity, and phenomenal care. With Joshua Boulware and the entire HOF Wealth Management team, your best interests will be at the forefront of every decision.

Raleigh Samford Sharon did a great job helping me.

Kathy Lemasters A shout out to Kayla McSwain for her incredible work on our home and auto insurance. Kayla has gone the extra MILES for us in getting the best coverage for the money for our beach home and auto. She explores multiple options and is very good at explaining the details to people like myself who do not deal with insurance on a daily basis. (My husband who is an attorney and understands this well gives Kayla an A+!) Kayla is easy to talk to and a great listener which makes these complicated decisions easier. She returns calls and emails promptly. We truly appreciate her dedication to her clients, us and were sure many more, for getting us covered! Insurance is not easy to get or keep these days, especially in Florida, and we feel fortunate to have Kayla to help us!