United Business Loans - Miami (FL)

Nanette Barnes Detailed

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Kat Castillo Great service, very professional.

Amy Speak Mike and Trent are both wonderful. They always have their clients interests at heart. They are extremely professional and accessible for clients needs.

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.