Wisdom Financial Services - Fort Lauderdale (FL)

Lais Rosine Sandra and Cesar welcomed us very well. I was referred to Sandras services by a very trustworthy person, my mother, and I left there very happy with the result. One for all the explanation that Sandra provided me and another for the gentle way in which she led. At the same time, I recommended it to another good friend who was in need of quality and reliable tax services. If I could I would give 10 stars. Thanks so much.

Denise Petersen The representative was also a pleasure to deal with and made the entire experience a great one. Would recommend Choice Business Capital Finance to anyone!

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.

Noelle Lewis Their customer service is WOW. I have always been talked to with friendly voices. I made a mistake with my account and they have always been so communicative and helpful in the process. They explain everything throughly and make sure I am satisfied. Thank you!!

Pat Cobb I have been banking at this branch for about six years. I have several accounts as I was a VA fiduciary. I am currently in the process of reconciling and closing my clients accounts. Every one has been very helpful at Wells Fargo. Great customer service.

Yitian Ren Triangle family is working on clients best interest and perform professionally . I am committed to help every customer finding the proper loan program and closing the case smoothly with pleasant experience. During 2014~2018, over 95% of my client applications are approved and closed successfully and fluently. My review turn time on preparing application files is in 1~2 business days. When the case is under processing and underwriting, I will give the client a clear schedule that when they would have the disposition/approval ( in 3 days, 5 days or 21 days according to different loan amount process routine). Please feel free to reach me or my team once you have any question. Thank you.

Brandi Creech Very welcoming, very nice, didn’t get aggravated wasn’t acting like he Didn’t want to be there. He wasn’t in a rush, but he got it done pretty quickly. I will definitely be back next year.

John Toomer I have had the pleasure to work with Vince Jackson, Jeanine Estrada and Heath Hall in obtaining mortgages for mutual clients and have been impressed. Because of the way they work closely with and guide their clients, I have seen how the clients trust them every step of the way. Great group!