Safe Money Solutions, LLC - Palm Coast (FL)

5 /5 Karen Marcarelli: I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

5 /5 Vic Sterner: I had tried various advisors & brokers over the last 50+ years and found that they did not always have my best interest as part of their service or know as much about securities investing as I knew, so I did my own. Anthony is different, as is his team (wife Sally & daughter Brianna) that are Safe Money Solutions. His knowledge and attention to detail have keep us (wife & mine) in the plus side of preserving our principle & generate the cash flow to satisfy our RMD requirements, which are the objectives we established when we became clients of Safe Money Solutions. The entire Safe Money Team are easy to work with and always willing to take the time to discuss our concerns or respond to questions. We (wife-Marianne & myself) feel confident in recommending Safe Money Solutions as a financial advisor. They are warm, caring, compassionate, ethical, thorough & knowledgeable. Trust is earned by commitments kept & we trust Safe Money Solutions.

5 /5 Yenisch Bill: What an incredible find Safe Money Solutions has been. It all started with responding to a mailing for a free steak dinner at Ruths Chris, and the meal was great, but being introduced to Anthony and his crew (a lovely mother and daughter combo) was far and away the best part of the evening. I knew very little about fiduciaries, but upon leaving the restaurant that evening I left with such a new confidence that I found a crew of truly caring, knowledgeable and helpful people who I could call upon to guide me investment wise through my retirement. Anthony is so incredibly patient and takes the time to really understand each clients position regarding their fears and aspirations in what is so often a very volatile market. The incredible tools and access he has to many varied investment vehicles is truly amazing. I rarely focus any more on my investments as I am so confident in the strategy Safe Money has mapped out for me. Having peace of mind that my retirement nest egg is truly optimized to my life style and concerns and that it will carry me through my retirement years is invaluable.

5 /5 Bob Besser: Extremely knowledgeable and service oriented group to work with. Always acting in a fiduciary manner. As an independent financial advisor Anthony is able to provide many options going across the spectrum of financial options and allows the client to make an informed decision in the selection process. The entire Team is extremely responsive almost 7/24. Couldnt be more pleased with our 25+ years of experience working with Anthony and his Team.

5 /5 Don Richards: I have worked with Anthony and his staff for years. Anthony is a consummate professional who truly cares about the financial and personal well being of his customers. Anthony has always taken plenty of time to walk me through the potential upside/downside impact of any decision on me and my family. I would recommend Anthony to anyone - whether they are a novice or pro at investing.