Stifel - Fort Pierce (FL)

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Jeff Been with Bob and team for over a decade. Nice to have someone else tracking details of markets and economic variables we dont have time to monitor.

ADA Property Investments Since 2019, David at Lord Mortgage & Loan has been our go to guy here at ADA Property Investments, llc. Not only is he super knowledgeable but he is also a great communicator, making sure we know step by step what to expect and do during the home and investment purchasing process. He has closed several deals for us so far and we will surely continue to use his services in the future. Thank you David! Tiffany & Di

Jen Atkins Your spam calls are out of control. Stop filling my voicemail using distant numbers so block doesnt work. Its harassment at this point.

Molina & Son Brick Pavers, Inc. The team at Adelson Group has been an incredible resource in helping me feel more confident about my financial future. They are knowledgeable, professional, and truly take the time to understand your goals and needs. I really appreciate their thoughtful guidance, consistent communication, and ability to explain complex financial matters in a way that’s easy to understand. Its clear that they genuinely care about their clients’ long-term success. If youre looking for a trustworthy and experienced advisory team in Boca Raton, I highly recommend the Adelson Group!

Usha Rayan At the time when I went to F.D.R. I was in a financial mess. F.D.R was able to make it possible for me to be financially grounded and truly understood my hardship at that time. They were supportive even through the Pandemic and. with their knowledge and experience they were able to put together a package for me to regain my financial independence for life. F.D.R. is quick to respond with any questions and they are willing to go all the way to help you find the answers. With F.D.R. you are not alone. Thank you F.D.R. for always being there for your clients in need.

Tee W I paid off my car today and had to thank everyone at Argentum for an awesome experience! First they gave me a loan on my dream car with bad credit. Then when I fell ill and could no longer work they were there for me offering suggestions and solutions. Last but not least their customer service team is always fun and uplifting I just never dreaded calling them for anything! No matter who I talked to they made me smile and laugh. I even asked if I could get another loan through them! Lol apparently it doesn’t work that way but they helped me build my credit so that I’m very grateful for. Thank you ladies and gents keep up the amazing job!