The LaGorce Group - Morgan Stanley - Miami Beach (FL)

Bob Pittman So glad I found Bob. He took a lot of time to understand me and my needs. My family is.

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Erin Greene Shivanna has been my savior at Farm Bureau! She is so easy to work with and makes things super simple and helps me better understand what I’m dealing with. She is always so patient and always has such a wonderful attitude and a smile on her face! So glad she is a part of Farm Bureau!

Jessie Stehlik Morgan was absolutely amazing and handled all of our needs brilliantly. We had just left a pretty harrowing experience at Bank of America, but he completely turned our day around. So happy to be members!

Evens Filibert Best office in town Easy to deal with Thank you for your service

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!