Thrivent Financial - Palm Bay (FL)

Austin Preik If you have planning questions you ought to speak with Angela Brown at North Florida Financial. No judgment, shes there to help get ducks in a row and improve your bottom line. Shell work with your current professionals as well.

Marc Dortch Another great tax year using Financial GPS LLC. Highly recommend!!

Desiree 5 Stars – Outstanding Lender Experience! I had an amazing experience working with Rick Durham during my home-buying journey. From start to finish, he was knowledgeable, responsive, and incredibly helpful. He took the time to explain every step of the process, answered all my questions, and made everything as smooth and stress-free as possible. Thanks to his support, I was able to buy my new home with confidence. I highly recommend him for anyone looking for a reliable and professional lender!

Brad Keener By far best company I ever used .. First Class Finance Services is exactly what it says! FIRST CLASS… Mr. Tim Kratz is a top notch individual and handled absolutely everything for me.. Got me the best rate and term.. I recommend them to anyone and will ALWAYS choose this group of fantastic people. Matter a fact it won’t be long I will be shopping for another boat! On top of that I consider him a friend after doing business! Thanks again, Tim!

Julie Bastian could not have been friendlier or more service oriented!!!! My doctor didnt send the right paperwork, everything was moved around so my appointments were reworked so I could have everything done before my second appointment was to even begin. So happy I found these girls!

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Wesley Bullock Sr. Outstanding

Tom Turowski Great people, great accountants. They understand the twisted tangled terms imposed by the gov’t and can untangle them to your benefit to the limits of the law!