Velez Financial Services - Sebring (FL)

thomas setteducati Jacob helped me and my wife send money (wire) to an escrow company for our deposit on our new house. He was very nice and,helpful with this transaction. He treated us like royalty! We have been with PNC Bank over 20 Years!

Michael Morgan, Esquire I am very pleased with Capstan. I appreciate a firm that is proactive and actually manages accounts. I strongly recommend Capstan Financial.

Rose McCarter Julie has been doing our taxes for 10 yrs. She is thorough and detailed. I cant imagine anyone else taking care of us the way she has. They are really busy so I always get my documents to her as soon as I have them. Thank you for the great service Dale and Rose

Autra Truss Excellent people love you but get off my radio especially on my weekend.

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

Ashley Page Shaquila was friendly fast and professional hope to see her next year

Peter Screnock The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world.

Linda R. Prince Scott Sade is our trusted advisor, assisting us in securing our childrens future! Scott is well-versed in comprehensive wealth management, investment management, retirement planning and estate planning advice. I trust him implicitly with our financial security and his confident ability to redirect our focus on our future goals! He always has our best interest at heart and is clear in goal to help us help ourselves and our childrens children!