Truist - Hollywood (FL)

John Siegwarth Able to answer all of my financial questions, and helped me with outside investments too.

MJ Delmoral I never knew buying our first home would be so stressful, but thankfully our realtor, Patty Pappaterra, recommended Josh and Olympus Financial to help us find the best deal possible. We had an amazing experience! As first-time homebuyers and both being freelancers, our mortgage situation was a bit more complex, but they handled it with expertise and care. They guided us through every step of the process and found us a great deal. What really stood out was their patience and willingness to explain everything clearly, no matter how many questions we had. It’s rare to find brokers like Josh who are so responsive and genuinely helpful. Highly recommend! Actually writing this review from my new home :)

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

Sean Barakett Robert Bosch has been my financial advisor since 2021... I wish I had started this sooner. He helps me plan out my finances, manage my money and invest smartly! Highly recommend

Trent Welch Brent is an excellent financial adviser, he really wants to see you succeed!

dawn Eubanks Made an appointment through the website. Had a no show by the company. Contacted the corporate number to get help. The company sent an email to the Live Oak office and we have yet to be contacted in any form to get the taxes finished.

Wendy Aguiar From the people who answer the phone to the closing agent and everyone in between, what a top notch company! Specifically, Melinda went above and beyond the call of duty with the patience of a saint. First, believe me when I say that I did my homework and their prices are the most reasonable to be found. Some places quoted nearly double. Next, they are thorough, attentive and honest. I have completed two transactions with them and I would recommend them to anyone in a heartbeat (even if you live out of town) because you can trust them. They are kind and informative through every step of the process. If I ever close on another property, its a no-brainer; I know that they have my back and they are professional. My situation was fairly complicated and they handled it with ease and lifted the burden. Although Ive never met them in person, they have my utmost respect because they clearly know their business and how to address details up front to avoid problems later. Wonderful people. I wish I could give them 10 stars!!!

Jim Leblanc Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!