TIAA Financial Services - Daytona Beach (FL)

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Stephen Woodyard Trent is great! I have always been a DIY investor and Trents insight contributed to my confidence in my retirement plan. He is well versed in technology to analyze and recommend on your holistic retirement plan. I had a bad experience with AUM accounts in the past but,....I converted to Moran to manage my retirement investments going forward. He really cares!!!

Candi Pierce I highly recommend her..she is very helpful and you will not be disappointed!

Ryan Kearns Working with them has been super easy and helpful- Lam Nguyen is remarkable and really cares about his clients.

Pat Pitula Im impressed with how sincere this consultant team is in helping achieve stated goals, with complete integrity.