School Financial Services - Bonifay (FL)

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

Tree Bear Best investment advisor. Doubled my money in 3 years Basil Allison. Now running private hedge fund. Great investment Estate planning expert and tax planning on point

Scout Garren I was recommended Nathaniel Hudson by a friend. Do not make the same mistake. I’ve had to use him 3 times, he accidentally pulled $5k more out of my account after I already pointed out the error and he still filed. Now, he didn’t file paperwork, for over a week that was for a deposit I NEEDED. His inability to do his job is deeply impacting my finances. He doesn’t even seem to care. He’s playing with peoples money.

Claire Pillarelli Working with Scott has been great and I kinda wish I would have engaged with him sooner!! After years of self-managing my investments, I needed & wanted the confidence of a financial professional to help me navigate through post-hurricane money & property woes and also make sure none of that derailed my retirement goals. After just a couple months, I feel a huge sense of relief to have Scotts expertise and support in guiding my investment strategy now. Its been an even bigger bonus to have his guidance with the turbulent changes in the stock market over the last few months! I enjoy reading his newsletters each month and know I can reach out with any questions, concerns or guidance on paths to take when the marketplace is uncertain. If youve been debating on whether to work with a professional financial team...stop pondering now and just reach out to Retire Orlando today!! You will be super happy you did!

Dodie Petrisin My mom, sister, best friend and now me. Mike explains everything. Trustworthy and always looking out for his clients. Highly recommend.

Henry Gregory Everyone that I have worked with at this branch has been very respectful and pleasant to work with. Jordan was very friendly and professional I really appreciate all of her help. Great customer service.