Stonebridge Financial Planning - Orlando (FL)

Jonathan Richardson Emily was helpful and knew exactly what she was doing to help me.

dave falcone Very laid back atmosphere, no hard sell.

Cassandra Chimento Trusting someone to work hard and have your best interests during the home-buying process, one of the largest purchases you will ever make, is scary... however, I am extremely happy that we found Jamal and he quickly put our nerves at ease during this process. He is extremely knowledgable, hard-working, and personable. He overcame each obstacle that we threw his way, day or night, and worked tirelessly to help us along the way, not just to get us in a home but to set us up for success long-term. I cannot recommend Jamal highly enough.

Katia Franhani We have no words to thank our loan officer Luis Sousa Lazaballet enough! He was amazing from beginning to end, helping and guiding us throughout the process with kindness and patience! We highly recommend Luis and SELF!! Thank you so very much, Luis!

Helen Denise Cox I was so impressed at how quickly Brittany was able to assist me with my tax needs! She was knowledgeable and very informative. She explained things to where I could understand them! She helped put my mind at ease.

Shauna Duvall I’m one of those people that doesn’t think they need to pay someone to do my taxes- but Bobbie’s value is clear almost immediately and now I can’t imagine using anyone else. She is super cool and laid back but also seriously knows her way around some tax forms! Highly recommend to anyone who’s on the fence about going here .

Whitney Saylor Jesse has been our familys financial advisor for more than 5 years and we feel very confident in his guidance, expertise, and ability in managing our overall portfolio. He takes time to meet with us on a regular basis and wants us to feel comfortable and informed with the decisions we make.

Nancy Alexander Lance Becatti and his team have done exceptional job looking after and growing my investments. I trust his market and strategical wisdom implicitly, and cant recommend Mr. Becatti highly enough.

janet fortune Ashley Troutman was informative and more than helpful.