TD Bank - Palm Bay (FL)

Evan Greene Robert Harwood and his excellent team at Harwood Financial have done a fantastic job managing my portfolio for the past three years. They patiently answer every question I have about my accounts, directly give their advice on strategy - giving special consideration to potential life events if raised, and the protections they have built into their investment model for market disruption are truly impressive. I feel on top of my finances, Im excited about my financial direction, and I feel confident that I will reach my financial goals all because of the hard work of Harwood Financial. The icing on the cake? Theyre personable and treat you like family. I cannot recommend them more strongly.

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

Luis Collazo She have been my financial advisor for over 5 years. I always recommend people to her. If you are looking for a financial advisor she is the perfect person for that. She is super friendly and down to earth. She can also help you with you 401K or open an additional retirement account.

Mary Johannessen We have been using FlavinNooney & Person since 2016 for our tax filings and all tax related advice for financial planning. Been very happy with the tax advice and tax services provided. The team is extremely knowledgeable in both personal and business related tax matters, the office and staff are courteous & professional, and are very responsive to calls and emails. Even helped me close out my parents estate - the process, timelines, financial filings, tax returns, and coordinating with a lawyer for the legal aspects. Excellent advice and was able to avoid family drama. Very pleased with FN&P.

LaTisha Pierce Torrie is so great and patient. She really took the time to assist me and go over all my options that best fit me and made me comfortable.