Thomas Cleary - UBS Financial Services Inc. - Winter Park (FL)

Darna Leonard Clarence is absolutely phenomenal! He’s very professional, and he will get you right at a good rate! He fixed my credit, and got me health insurance when I was getting denied or very high offers out there. I’ve recommended several folks to him because he stands on business. You will not be disappointed at all! Thank you for all your hard work Mr. Brockett!

Lisa Riehl My house insurance rates are great they were fast and efficient so far so good

Samantha Szentmartoni Knowledgeable, kind, and welcoming. Karen took our pile of unopened “tax” mail and made sense of it all. We will certainly be using her for all of our tax needs in the future.

spinney family GREAT service...dropped CV off 2021 taxes last week and they were done and ready today - 15 February

Donika Caruso We’ve been using all in one financial for two years and she makes it so easy . Very professional, answered all my questions & uploading the documents was easy . Happy with my refund. I would 10/10 recommend especially if you have a busy life.

Craig Satterthwaite Simply amazing, Matt and his team are the best in the business! You get tips, tricks and everything in between to get the best deal that suits your needs. If you want honest, transparent advice then you need to work with this team. This is my second home with Cardinal and I wouldn’t work with anyone else!

Barry Browning Terri has been managing my portfolio for over 5 years now. She is fantastic at her job.. I would highly recommend her to anyone looking for a financial planner.