Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC - Melbourne (FL)

jared aboulafia Rich at Harbor Ridge Financial is my insurance agent. I wouldnt think of using anyone else...He is very knowledgeable and up to date in the industry. Rich listened to my needs/concerns and offered policies that cater to my specific concerns. He genuinely cares and it shows. I know I can always reach him if/when I have questions. It has been so great to have someone that I trust help navigate this complicated industry.

Tyler V Tomaras Chris Hunt has been great. He has given me wonderful financial advice and I have seen a significant return on my retirement accounts. I now can actually see myself with a comfortable retirement in my future. Thanks Chris

Linda Del Campo Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meeting monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them.

Jo Wagner I have worked with the HWP for many years!!! They are friendly and so helpful! Very customer centered and available. I love the family atmosphere of the firm. I just bought a condo and they were integral to helping me get the place I wanted. I would recommend them to help with your financial needs!

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

Arely Osorio Loved the way their staff treated me, Rosalia was great at doing her job! she was well informed on what she was doing, guided me through the process very well. Any questions I had she would answer & would be great guidance, I usually never leave reviews but this one deserves one!