Remittance Capital Management - Miami Beach (FL)

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Jim Conner Ive been using ESP for my small business the last 5 years and Ill continue to use them for as long as I own any business. They have saved me a lot of money over the years with their advice, and know how to talk to the layman. I would rate them higher than 5 stars if google would allow it. I love ESP Financial, and would recommend them to anyone who is looking to take their business to the next level!

Patrick Dwyer I am and have been a customer with Bank of America for a number of years now. Recently, I needed to conduct in person banking at the Bank of America location, located at 105 N. Congress Ave. in the city of Boynton Beach, Florida. At this location, I met with and spoke to the on-duty bank manager, Andrea Velasco. Miss Velasco was extremely polite and professional at all times during our interaction. Miss Velasco was also very knowledgeable and readily able to assist me with what I thought was a complex banking issue. The entire interaction lasted a short time and with Miss Velasco’s assistance, I was able to complete all of my necessary banking business at that time. It was a stress free and pleasurable experience. Patrick Dwyer

Oates Margie Sue (Suzyq) This is the bank to be with, they care and have the right people for each department you may need help with. Capital City Bank knows to right way to help handle and invest your money.

APRIL SPAULDING I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I cant thank her enough for all she does.

carol gamester Terrible

Arlett Alvarez I highly recommend Summar Financial, especially my experience with Santiago Lopez, who has been exceptional in managing my account. Santiago is always attentive, responsive, and goes above and beyond to ensure all my needs are met. His dedication and professionalism make working with Summar Financial a pleasure. Thank you, Santiago, for your outstanding support!

Janet Deixler This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.