Stifel - Stuart (FL)

Daniel Sharrett Kevin is the most knowledgeable financial advisor we have ever used. He truly cares about his clients. Thanks to Kevin, things are looking up and retirement is now an option.

Destiny Wade Awesome place!! Kayla, one of the loan officers, made the process sooo smooth and easy for us! We are soo thankful! Amazing service!

Michelle Rose The UPS store in Bartow is awesome! They have always taken care of everything I need. There is a particular employee named Grace that works there. She is very friendly, efficient and professional. She has helped me several times with complicated situations . She made sure that everything I needed to take care of was done correctly. She is definitely an asset to this company. She is an awesome employee!!

Lindsey Zavala Pat at Prudent Financial has been great to work with! He brings a nonjudgmental, calm attitude when reviewing finances and budgets with you. His expertise on student loans is top notch and up-to-date with all the ongoing changes happening recently with COVID. I am sooo happy with my service so far! Theyre legitimately excited when they discover ways to save you money and truly live to help people gain financial confidence. I feel a lot better knowing that Pat and the team at Prudent are helping me make the correct financial decisions! Ive already recommended someone to him and would make the same recommendation to anyone unsure.

Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.