Wicks Brown Williams & Co - Okeechobee (FL)

Connie Smith The ladies here are exceptionally perfect and awesome I definitely recommend anyone who is in a swamp. They were quick, informative, and very helpful, Great personality!! I went to lending bear first but they asked for too much. Thank you Karina and Tasha.

NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Rachel E I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings!

David Carter Chris Brooker is the best! I’ve really enjoyed working with him. I was always skeptical of getting a financial advisor, but having Chris on my side has paid off. I get to focus on making money at my business and let Chris do the rest. His knowledge of the market and trends is unbelievable. I recommend him to all my friends and family and I’ve heard great things from them too

alice Landrum Nilsa is the best! She went above and beyond to meet our needs! If you are in need of funds, come see her!