Sun Life Financial - Hollywood (FL)

Walter Pach Great customer service. They really go above and beyond!

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!

Becky Haughey David Goldstein at 1st Med Financial has been instrumental in my business not once, but twice. He first helped me acquire my initial loan to buy my practice. After 4 years we are growing so much we need to expand to a larger location and he was able to get me a loan to build out the new location as well as refinance my current practice debt to be able to make it all happen. David was the first person I called when we decided we needed to move and he worked tirelessly to make it happen for us. I would HIGHLY recommend him to anyone needing financing for their medical practice.

Jeff Boston Chris Hudson and their staff are what’s up. Sincerity, friendliness, and transparency show their on your side. Have been with them for years . I highly recommend this financial advisor.

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.