Truist - Hollywood (FL)

Sergiu Victor Pletosu I meet Drew a year ago ! From the first time I met him, I was impressed by his passion and knowledge about retirement planning, investing and other ways to improve the financial life. His financial advice was real, easy to understand and was explained in such a way that it was easy to relate and follow. He came across as a person that wants to help others build a better financial future. I strongly recommend to meet with him.

Katie McCollum Scott Cox at Manasota Insurance & Wealth Management was super helpful when my auto insurance was leaving Florida- he was proactive and let me know they were leaving, and found me new coverage. Not only that, but added coverage that I needed that I didn’t previously have, for the same price as I had been paying. He is very thorough and knowledgeable.

Kathy Casteel Everyone is very helpful and tries hard to get the money you need. Would borrow from this office again. Special thank you to Doug for his professional attitude and for all of his help.

Rafael Mosimann They are so great. Running a business for almost 20 years, this is my 4th accountant (and hope the last). Extremely knowledgeable and nice, always available. Highly recommended. Four thumbs up to Narda!

Antonio Insausti I’ve seen firsthand how dedicated they are to helping small business owners access the right funding solutions. Their team is responsive, professional, and truly focused on results. If you’re looking for working capital, equipment financing,  lines of credit, commercial real estate lending or C-PACE, Fortis delivers.

Will Whitehurst Mr.Easterling and his team are the best. They are very attentive to the clients needs and help them plan for their future. A great group of people, I recommend them to everyone.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

Shawn Pilato Joe is wonderful. Always there and so knowledgeable. Mark and Shawn Pilato

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.