Reality Financial Planning - Sarasota (FL)

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

David T Elaine took care of everything easily for me through my loan process. Notified me on all information that was needed. Always received a call back in a timely manner. My loan process was a great experience due to Elaine’s work ethic. Elaine is very knowledgeable in her field, if she wasn’t sure about a question that I asked, she would find out. Thank you Elaine for your assistance with my loan.

Margret Streetman Kevin is a wealth of knowledge! I never feel like I have enough time to ask all the questions that I have for him. He knows how to grow wealth in the markets because he knows then like the machine they are. What an asset having him in my life.

Matt Gause Very competent, detailed, and the team delivers an engaging experience, and they get it done.....

MLK Nard Great overall company.. I don’t usually leave reviews, but PNC literally helped change a very important aspect of my life