Regal Wealth Management LLC - Pompano Beach (FL)

Sonja M I have been working with Fenn Giles III at Wealth Advisors of Tampa Bay for over a year. He has provided my family with a comprehensive wealth management plan, including estate planning as well as investment opportunities. Because he has deep roots in the Tampa area, he has also been able to connect me with other individuals who are at the top of their field in law and accounting. Most importantly, I consider him a trustworthy advisor. He has my highest recommendation.

Robert DePhillips Jr. Jeff Jolly and his team are extremely knowledgeable and professional. He is easy to contact and always prompt and ready when meeting him. He was very straightforward with his recommendations and gave a very thorough plan to help my finances. I would recommend anyone to see him if are looking for financial advice and planning the best for their future!

deshmeire nicholson Jennifer B was an amazing preparer. we had great conversation, I wasn’t sitting there bored at al! Thanks jackson Hewitt for being professional and fast during my first filing. I will recommend others!

Emanuel Asurza I have received great advice in regards of my current financial situation and all the different potential it has. I would say hands down Edgardo, has impacted my life greatly by bringing a great financial stability. Although he may look young, do not let the appearances fool you, since he is very knowledgeable. He has been in the Financial services industry nearly two decades now and I believe that speaks for itself.

Mike Mineo We recently had the good fortune to engage and work with Daniel Stewart of Stewart Wealth Advisors on a couple of financial transactions. We were very pleased with his advice, communications and the follow-through we experienced. it has been a very positive experience.

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

janine Geary Tom helped us get back on track and grow our retirement fund. He had come highly recommended and we are very happy to have worked with him going on 7 years.