SW Financial & Multi-Services LLC - Palm Bay (FL)

Holdon Neal Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!

Sonja M I have been working with Fenn Giles III at Wealth Advisors of Tampa Bay for over a year. He has provided my family with a comprehensive wealth management plan, including estate planning as well as investment opportunities. Because he has deep roots in the Tampa area, he has also been able to connect me with other individuals who are at the top of their field in law and accounting. Most importantly, I consider him a trustworthy advisor. He has my highest recommendation.

Paul Wagner Been coming here for years. Great staff.

Evelyn Norris Mary Blackburn was as professional and efficient as usual. I made a call one day, and was approved and received funds into my account the next day. Thank you to the whole Normandy One main team. I always feel welcome and comfortable there. Great team

JP I have been a friend of Art for many years. Long time radio listener on the “art of money”. He is a wealth of resources and anyone looking about retirement or close to retirement. Don’t hesitate to talk to Art. Art even bought my Fat Boy Harley from me.

chris cash Such nice people. Highly recommend them