Winterpark Wealth Group - Raymond James - Winter Park (FL)

mayra banuelos Rebecca has great customer service and goes above and beyond to help out!! She helped me so much and with a few tips we got our insurance lowered by half, thank you!

Janay Troutman Devin Richard and staff at Frontline has been instrumental in helping us plan for our future. They are incredibly personable and easy to talk to, while also maintaining a high level of professionalism. We always feel heard and understood, and appreciate how they keep our long-term goals in focus. Excellent service all around!

Jay Bertram Walton County TFCU has consistently demonstrated a deep commitment to its members financial well-being. Their team of dedicated professionals has not only provided expert financial advice but has also tailored their services to meet my specific needs and goals. Whether its savings, investments, or loans, they have always been there with valuable insights and solutions.

Daniel S They were patient and provided the necessary information to set myself up for a better financial future. Highly recommended!

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

Jackie Besson Great financial people!