Orlando, FL Financial Planner

Excellent client service.

Worked with Kyle Krueger and Cameron Ritchey at Florida Financial Advisors, Orlando. Both are very professional, and very knowledgeable. They prepared an Excellent pres ... more

When it comes to client care and concerns, The Oxford Advisory Group is the BEST. Their motto is serving families to make their lives better in retirement and protect th ... more

I have worked with Vadim Matatov for over 10 years. I have worked with him in the capacity of a service provider and a trusted adviser. He has a wide variety of investmen ... more

Highly highly recommend !! I can not tell you enough how priceless it is be stress free ... worry free and in the know .. will definitely use again!!

Lilian has helped me achieve so much financial confidence! She has provided me with such valuable information and I cannot say how grateful I am that I found her! She is ... more

Howard has been an excellent and responsive resource, especially during the challenges brought on by Covid-19.

I’m Maddox’s buddy

Jeff has been an a great help to our family! He is knowledgeable and attentive. We gladly put our financial future in his hands, knowing that he is looking out after our ... more

We have been working with Mike for at least 25 years. Mike is pleasant and easy to work with. He informs and leaves the decision up to you. He has always given us expe ... more

A true expert in his field and a true pioneer in terms of investment strategies. I highly recommend Eric for your financial investment needs. He is savvy, smart, caring a ... more

Wanda has been my financial advisor for many years. She has provided me much comfort with handling my financial issues.

Very knowledgeable and professional Great service

Very knowledgeable and professional Great service

Dont do business with this rude and condescending mean lady. Never again!

Love the Five three .

Service was good

Thank you for your patience and attention, I went to countless Realtors and with none of them did I have the quality of advice and professionalism that Jos Villafana and ... more

Kyle Davis and his team at Integrity Financial Group has helped several family members plan for retirement and has truly brought a sense of calm to their lives. I never r ... more

When I know who has the best answer to my question, if they are professional and responsible... always paying attention to every detail, I could give their clients more t ... more

I enjoy the curated financial service experience that I receive from Tripletail Wealth Management. They listen to my needs and have put me on a track that I feel good ab ... more

the best for contractors i highly recommend them fir more buisness possibilities

If you are looking for a qualified financial planner who will care about your success - personally, professionally and financially, Ronald Gruninger is your absolute, han ... more

Rea Financial has been so easy to work with and really plan for the future. I love their motto of Live Long and Finish Strong!

Very reliable and always available when needed. Highly recommend! Keep up the work Gesi!

Sylvia Linares-Williams encouraged me back when I was in despair about my lack of financial planning. She is kind, understanding, non-judgemental, and has the heart of a ... more

Spoke to a Elizabeth, a Jenny, and two others who wouldn't give their name . After getting a thorough explanation as to what my elderly grandma was getting into with them ... more

John is straight up and delivered on time and I will do business with him again. No hard sell or in your face personality. Respectful and honest. Can't ask for more. I r ... more

Scott Perrone at Retire Orlando has been advising my husband and me for many years and we've been extremely happy with the results. As the market shifts and events around ... more