Western Union - Arcadia (FL)

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

Ted Gornto Very helpful in taking care of your needs

Chase C. Smith When I was planning to start my own business, I thoroughly vetted numerous BDs & RIAs to affiliate with. Im so happy I went with IFP! They presented the best combination of personal service, technology, pricing, and industry experience. After working with them for several months now, I can confirm they are able to deliver what they promised. They provide the back-office support I need to run my operations without dictating every detail of my business.

Mack Newell In a time of considerable turmoil in today’s economy and markets, one should look to lean on an advisor with experience, open mindedness and vision of long term personalized financial goals. From our experience, I can whole heartedly and genuinely say you need not to look any further than Monarch Wealth. I personally enjoy our regular email updates to simply keep us informed meanwhile adding a “personal touch” to things. Our investments have gained a return significantly greater than any previous financial institutions we were apart of. If you are truly looking for a sound resource to invest, I highly encourage you to give them a ring.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.