WH Financial Services Inc - Stuart (FL)

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Nickey Renee My taxes are done fast, accurate and it doesnt cost an arm and a leg to have it done I would definitely recommend going to them I dont even have to go in I just fax them my paperwork and within 24 hours my taxes are filed.

Christie Billeter Great customer service! Kristi and Pat made the process very easy. Money was in my bank account as soon as I left.

Katherine Hansen An extremely competent and compassionate staff. Great job Kelly and Wayne! I highly recommend Northwestern Mutual to help you manage your finances.

Tracy Kerby Wonderful service!

elizabeth lowe Oh my gosh where to start. First I was met with Marilyn and then with Thaimy, they both are so awesome. Now lets talk about one main financial it was so easy getting a loan from them and emotionally help full. I would recommend them to everyone. If youre in need of a loan I recommend fully one main financial.