Stifel - Melbourne (FL)

Janet Deixler This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

Barbara Venema Paul has been our financial advisor for many years. He’s always willing to meet with us to discuss strategies and details of the financial products available. Paul is very knowledgeable and has offered suggestions to keep our portfolio growing. He is honest and reputable.

Carlos Rodriguez Honest person very professional to work with and he knows his programs.

Josh Browne ⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Lizbeth at Advance America I had an excellent experience thanks to Lizbeth! From the moment I walked in, she was welcoming, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and made the whole process smooth and stress-free. You can tell she genuinely cares about helping people and goes above and beyond to provide great customer service. If you’re visiting Advance America, I highly recommend asking for Lizbeth — she’s the best!

Bonnie Mixon Wow, I’m impressed. Rudy did a fantastic job on my taxes. I needed my taxes like within two hours and I mean to tell you, he got them finished and filed. I was able to take care of some business that I needed to take care of. Awesome job!! I will probably use him from here on out.

Catherine Martin After 3 years I finally felt the weight come off my shoulders when I got referred to Myranda. She is focused on the client at hand (as others Ive dealt with being scattered brain and costing me unnecessary penalties). Myranda is very patient, perfessional and cares about keeping you educated and successful with your taxes and keeping you focus on building a successful business. Thank you Myranda!!!! You are an answerd blessing!!! Catherine

Gregory Glasgow Jime Sanders is a wonder wizard with Financial ideas

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.