S H G Financial LLC - Lighthouse Point (FL)

Kristy Fackender Moffat Tryssa is wonderful to work with! Shes a true professional, keeping her clients needs at the forefront of all decisions. Shes a wonderful choice to help you with financial planning, whether personally or for your business.

Omar Beltran And and

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Harley Medley Stephanie showed us the light at the end of the tunnel. She got us into a sound financial plan and has been an absolute delight. 10/10 recommend!!

Jody Stevens I needed a hard money lender to close on my commercial property when my SBA lender wasnt able to close in time. Capital Investments And Collateralized Lending, LLC stepped up and funded the transaction with no new appraisal in one week. Thanks again for all the help and happy to leave my personal recommendation for anyone looking for a great lender to partner up with to fund their deals or projects.