Siebert Financial - Miami Beach (FL)

Olivia Eddings Great people there honest and will work with the best they can I will continue using them every time I need a little extra cash

Jan Aker The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Gail Schmidt Kathie was competent, professional, and very helpful. She answered all of our questions and took care of the task we presented her. Were so glad to have the Eustis branch nearby.

Francisco González Very impressed with the level of service. It was already around closing time on a friday and representative from wealth management team explained to me and security guard that they have an atm around the corner with private lobby. ITM agent was able to assist me with my card issue and deposit. Thank you very much wealth team and ATM ITM rep for assisting before I travel home to Jax, FL.

K B Jake is a fountain of knowledge! He is patient when explaining the market to me and I never feel pressured to make any moves. I can tell he truly cares about what is best for me and respects the decisions I want to make. He’s the only advisor I trust and would recommend to anyone!

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.