Find the Best 18 Finance services in Daytona Beach, FL (Part 2)

Sergio Crandall The directions are wrong, misleading, they lead you (East) from the Southeast Museum of Photography! It is actually across (North) from the museums entrance! Its actually off Pine Crest Ave., which is off Hilton Ave. at the Daytona State College!

Geoff Cunningham Mike and Shoreline are a top notch group. They have enabled me to look at my personal financials with a more informed set of eyes. In addition, they have helped me to modernize my approach to being a professional in the modern workplace. I will be working with Mike for years to come and suggest you do the same!

Mayra Vasquez Want to acknowledge Melanie Simon for her professionalism , kindness, positive answers for helping me . Shes an asset to this company . Grateful to her .

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.

Kat I called to verify that I had the right business listed on Google Maps, but instead of confirming the name, the man who answered started questioning me and asking for my name and location. I gave him my name, but he still refused to confirm the business and then hung up on me saying he was not interested. Why advertise yourself as a business on Google Maps if you are going to treat people like that? He should be reported and removed so others who are actually conducting business professionally can be listed instead. If this is how they treat potential clients, I would be very concerned about trusting them with anything financial.

Michelle Carter After working with a financial planner in Ohio for over 20 years, I wanted to find a local company to manage my assets. The Wynn Group were highly recommended for my financial needs. They are patient and will explain as many times as needed to make sure that I clearly understand the wealth management plan that has been recommended for me. I highly recommend these brilliant financial planners.

Deanna Lynne Debra was recommended by our tax consultant. This is probably one of the best suggestions we could have ever received. She and her team are very smart, great at explaining things that are new to us, and very clearly care about our current and future investments.