Retirement Wealth Advisors - Punta Gorda (FL)

jay thomas John Gordon contacted me a little over a week ago to let me know that they received a partial payment on an account that was rather recent however the company has been dodging us for months, this was odd because up until completion of the job "fire station in Oceola County" we would have daily conversations with them. We have been in business for over 30 yrs and I can only remember having a collection issue once, needless to say I was quite apprehensive to hiring a collection agency but at this point I have run out of options. In any event we received the first portion of the payment in the mail this morning and we are very grateful for your services. I know that people seldomly take the time to honor great behavior thats why I felt the need to do so. Your company has made believers out of me. If I ever run into another situation like this youll be the first that I call.

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

ADA Property Investments Since 2019, David at Lord Mortgage & Loan has been our go to guy here at ADA Property Investments, llc. Not only is he super knowledgeable but he is also a great communicator, making sure we know step by step what to expect and do during the home and investment purchasing process. He has closed several deals for us so far and we will surely continue to use his services in the future. Thank you David! Tiffany & Di