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

Julie Rogers-Martin Jag helped us set up our business plan for managing our multiple properties.When we met with our accountant that year he said, “Whoever guided you through this knows what they are doing. Tell them: Well Done!!!” We highly recommend JAG Financial Services!

James Wells Still looking

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

Kelly Ellebracht Megan helped me through the entire process and we found the best fit for our needs! She took the time to thoroughly explain everything and the process was seamlessly fast! We will work with One Main again in the future based on need and look forward to working with Megan on some additional options/programs that were mentioned! Highly recommend!

Suzi Harris The entire staff has been awesome.

Elizabeth Wilkinson Laraine Schultz has been our financial advisor for years and done very well for us. She listens, gives her advise , and we make all decisions together.

Bob Mastrosimone Excellent Advice.ade me a lot of money

Craig Hitchcock Shoot from the hip.flat out gross,I was stupid.move on

Dan Vital Great experience. Totally professional and exceeded expectations.

Gloria Alvarez-Perez I learned about Obsidian Mortgage through a family friend, so glad that I did! I reached out, and initially spoke with Ray Moatz, he was very professional, helpful, and friendly—I was immediately put at ease taking the big step to purchase a residence. Norma Rodriguez was so helpful she made everything so easy for me and was clear, and Holly Rosa was equally great. I can’t say enough about Obsidian Mortgage, they made what I thought was impossible for me so very possible and I am a proud owner!! I give them five STARS all around!

Christopher Blount It was refreshing to go in and be happily served after my experience with some other local banks. Their branch was open on Saturday morning, everyone tended to every one of my needs, were extremely polite and helpful. I will be back! Thanks to Eric L and the young lady at the counter who helped me on Sat. 12.28. I forgot her name.

Mary Johannessen We have been using FlavinNooney & Person since 2016 for our tax filings and all tax related advice for financial planning. Been very happy with the tax advice and tax services provided. The team is extremely knowledgeable in both personal and business related tax matters, the office and staff are courteous & professional, and are very responsive to calls and emails. Even helped me close out my parents estate - the process, timelines, financial filings, tax returns, and coordinating with a lawyer for the legal aspects. Excellent advice and was able to avoid family drama. Very pleased with FN&P.