Stephens Wealth Management of Raymond James - Daytona Beach (FL)

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

Bertonise Exaré I had an amazing experience with Simon! He was professional, knowledgeable, and made the entire tax filing process stress-free. He took the time to answer all my questions, ensured I got the best possible return, and handled everything efficiently. Their attention to detail and expertise truly set them apart. I highly recommend their services to anyone looking for a reliable and trustworthy tax preparer!

Mg Chris ⭐️⭐️⭐️⭐️⭐️ "Super easy to work with Alex he was really helpful throughout the whole process. Always quick to respond and made everything feel simple. Definitely recommend if you’re looking for a broker you can actually trust." Thanks again!

Larry Peoples, Sr. The team at the Clearwater branch were outstanding. Eugene was professional, courteous, helpful and made sure my Wife and I were comfortable. Amanda assisted us with a Power of Attorney issue and was awesome. Corey then helped us at the counter with a transaction. Great people. Great place. Thanks very much!

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

Jessie Lindsey To all reading this note of the service I received with Mariner Finance .... Excellent - Excellent service in applying for a loan. It only took minutes to finalize the paper work. You are in good hands with any representative with "Mariner" They are outstanding!!!

Katia Lopez I was helped by Sailys. She went above and beyond to help me while I couldn’t login into my Bank of America app. I really do appreciate her service and her warm smile.