South Florida Federal Land Bnk - Okeechobee (FL)

Chri555 S I have worked with Adam Taylor for many years and followed him over when he started Taylor Financial. In the way past I was with other firms big and small and really never saw account growth or appreciation of any kind. Adam has provided me consistent growth, great advice, and helped me with kids accounts along the way. I highly recommend Adam and his carefully assembled team.

jared aboulafia Rich at Harbor Ridge Financial is my insurance agent. I wouldnt think of using anyone else...He is very knowledgeable and up to date in the industry. Rich listened to my needs/concerns and offered policies that cater to my specific concerns. He genuinely cares and it shows. I know I can always reach him if/when I have questions. It has been so great to have someone that I trust help navigate this complicated industry.

wayne dillon Everyone at the trenton office is very welcoming and pleasant to work with....

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Yudi Rodriguez We had the pleasure of working with Candice Day at Simplifi Home Loans as part of our new construction purchase—she was the builder’s preferred lender, and we are so glad we chose to work with her! From the start of the build process, Candice stayed on top of everything. She gathered all the necessary information up front for our initial qualification and kept her file updated. When the builder unexpectedly expedited our closing toward the end, Candice didn’t miss a beat—she was ready and made sure everything went smoothly. Thank you, Candice, for your professionalism, responsiveness, and attention to detail! And also, thank you for the beautiful personalized board—we’ve already enjoyed a few wine and charcuterie nights with it.

Antoinette Hoge Waterfront Advisors is a great company. Mike Shields and his associates answered all of our questions. They took us step by step to explain all the different types of investments and how they work. If you have any questions give them a call.