Southernmost Financial Corp - Key West (FL)

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Marci Stowell Jesse and Sterling Heights have been amazing advisors to our family. Guiding us through inheritance, accounts for our children and our own retirement goals. Jesse reviewed other investments we had prior to him and saw no reason to move them. The genuine care for clients and honesty you get with Sterling Heights is top notch.

Ammar Mohammod The best place to get your fresh and halal meat

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.

Jacqueline Campbell We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!

Patricia Carroll I dont know what to say about the review with one star except that I own a business and have worked with Center State Bank in Dade City for 8 years now. They have been exceptional to work and I have a complicated transaction history. They are very personable and proficient. If you want to feel like a bank actually cares about you and your success, I cant think of a better bank, and I deal with about 20 banks on a regular basis.