Truist - Vero Beach (FL)

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Jill Voss Over the years, I’ve worked with different advisors. My experience with Big Financial has, by far, been the best experience. Glenn is on top of the market, and is always looking for new financial instruments that deliver better results. Lauren, his Client Services specialist is responsive and very knowledgeable, and always gets the job done. I’m very happy I found Big Financial.

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.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Mandy Branch My experience with Hartke & Najimy has been absolutely top notch! We use them for our business and personal. They are very knowledgeable and respond quickly to any questions or concerns. I highly recommend them!

g t had payday loans didnt really need them but i did it any way got up to 5000 in loans said what the heck im doing called them they called the payday loan company killed the intrest went from every check to once a month and only 10 payments they banned me from using payday loans for 3 years but who cares do need them.if payday loans or any debt is kicking your behind uses them to get back under control with out having to get a bank ruptcy lawyer which is the nuclear option. i would call this a missle attack.