Siebert Financial - Miami Beach (FL)

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Eileen Kennedy Thais has been my advisor for more than 10 years. She has done a fantastic job of managing my accounts and has helped me to have a comfortable retirement. She is also friendly and easy to work with. I highly recommend her as a financial advisor.

Lisa Blackman As a person who has not had Insurance in many years I want to reach out and thank Cindy Figueroa and Jimmy Adams for helping me today to get insurance with Florida Blue. These two individuals went far and beyond to make this process a easy process. This is a major blessing and a big stress relief since Im a 60 yr. old female who can now take care of things I have put off for many years because of finances. Thank you Cindy and Jimmy my prayers have been answered. Sincerely Lisa

Chucki Artis Mr.zalen was so understanding helped me out with my problems I was sos stress but in help me and was able to put the biggest smile on my face great person

Michael Dulanto He was professional very efficient

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Thomas Dzielak Greeted as soon as I walked in the door and asked what services I needed handled. Was just cashing a check. Melissa was my teller and she did a wonderful job. Felt secure because she asked for my identification and verified my account # etc. she was very professional and friendly. The kind of people you like to deal with on a daily basis . there were plenty of parking spots available as well.