Sharon Nipper-Tax Services - Okeechobee (FL)

Michael OBrien Really awesome people who are great at being personable and professional. Mark and Katy especially make sure you leave with a smile. Genuinely nice folks

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

Elaine Bialczak Mark listens to his clients needs and creates an appropriate financial plan. I am extremely pleased with his services and results.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

George Blanco Good financial company, 100% effective and 100% recommended.