Siesta Wealth - Sarasota (FL)

Joseph Largent I"ve been working with them for about 30 months.They helped me get started and the knowledge that they have is incredible.If anyone is interested in anything with starting a retirement deffinatley call them,you wont regret it

Lis Ber They send unsolicited mail offering loans for secured rates. They do not stick with the offered rates. They then will have at the minimum, 4 different companies calling you trying to get you to let them run your credit as well. Oh and for the record, you will have to file a dispute against Prudent and their affiliates because they will place hard hits on your credit file even though they say that they wont. I will assume that this is a secondary lender that preys on people with poor credit but I cant imagine that there are not better and more ethical companies out there, no matter your circumstances. These people should be fined multiple times and investigated by the Consumer Financial Protection Bureau everytime they do this to someone. You can report them online.

Chad Prescott Great investment firm.

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.