Winter Park Maui Group - Morgan Stanley - Winter Park (FL)

Sedler gustave Currently starting working at Connecting America a few months ago. I can honestly say I’ve found my people. Working with James and Patrick and Subruna have been amazing, best mentors. I’ve learned a lot in just a few months. There haven’t been a day I walk in that office without leaving with some knowledge and wisdom.

Pat Jandacek My present bank does not have branches in the Tallahassee area and I am moving to Panacea in a few short weeks. I stopped at several banks but when I reached Prime Meridian I was very pleased with the reception and service I received. Personal checking and savings account were completed in the one visit though it required many phone calls and a long wait for Tara to get the information needed. She was patient, kind, and still able to acknowledge other patrons as they came in without disturbing our business. Its also a beautiful building and I have no doubt all service will be rendered with the same attitude toward the customer.

Michael Niederbrach Very professional and straightforward. Coming from a person that is not great at finances and does not know much about investing or saving, he made it extremely easy and was great at explaining everything. He is always available and responds quickly to any question I may have. Highly recommend!

Hector Ramos I have always had a great experience with Jay@Quantum Planning. He is thorough, efficient and professional. He makes sure to get everything required to get you the best refund and offers great financial and retirement advise. I highly recommend him.

Andrew Riddle This is a fantastic education facility. It is capable of teaching several different classes. It is also a first class meeting facility.

suzen st dalke Everyone here is fabulous. They do such a great job and are so kind and helpful. Worth your time to check them out and make the investment.

Gerri Rorick Integrity and knowledge - and always with the client’s best interest at the core of this organization. Tough combination to find in today’s business environment. You can trust Trent and Jim for investment direction and growth.

Jeremy Wohlert Easy to work with and always answers questions as to what is in your best interest.