Steven Porter at Raymond James - Winter Park (FL)

K H Cant even get a call back left messages no call return finally got a person on the phone who couldnt give a appointment had to call me back that was a week ago still no returned phone call.

Mia Tramontana Working with Peter and the Keystone Financial Planning team has been an absolute pleasure! Peters expertise and professionalism are second to none, and he genuinely cares about delivering the best. Visiting the office is always such a welcoming experience—Krystal is always so kind and helpful. If youre looking for a team you can trust to prioritize your financial well-being, I highly recommend reaching out to Peter Pastman at KFP.

Jerry Hilbert Rather not comment.

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

Elaine B There are many times when Cristian came to my rescue. Other than being professional and courteous, he really goes the distance for customers. One time, he came out to help me make a deposit at the ATM at the front, another time, he walked me through how to make a wire transfer. That’s why this is my favorite BOA branch!

Carolyn Loftus I have known Ryan for almost a year in a business relationship. He is extremely knowledgeable in the financial world. He has answers and great advise in any questions you have regarding where and what to invest your future in. His integrity is outstanding!