Melbourne, FL Investments

All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfort ... more

Very determined and knows his stuff! Great to work with and I recommend him to everybody!

Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a p ... more

Friendly & Brilliant

Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. She's just a joy to work with; so personable and ... more

Colleen was very helpful in helping us plan for retirement as well as investing in the market. She is very knowledgeable about the different investment opportunities as w ... more

Friendly & Brilliant

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism, Quality, Responsiveness, Value

I know John Sivolella to be a very knowledgeable, honest and ethical financial advisor. His "clients" needs and goals are always his top priority, and his entire office r ... more

Monique is the best. She is very professional and her easy going style makes the experience enjoyable. Her advice is sound and you can count on her to be honest in answ ... more

Liz is the best of the best! She has guided my husband and myself on saving for retirement and also saving for our sons college education. She is the perfect mixture of p ... more

Scott Olsen has been my personal financial advisor for a number of years now. He proved his worth in this 1st quarter of 2020, helping me to steer around the downs and u ... more

Very caring and knowledgeable. Paul and Chester are outstanding and always very helpful.

Puts clients interest first.

Very friendly and gives great, personalized advice. Phil has helped me consolidate old 401k and IRAs. He setup a college saving account for my son.

Very friendly and gives great, personalized advice. Phil has helped me consolidate old 401k and IRAs. He setup a college saving account for my son.

This was my 3rd time visiting this bank, the first visit was pleasant with the banker, my second visit was with my fiancee, we wanted to open a personal loan and immediat ... more

If you want stellar service that includes lender industry knowledge & the availability of Embrace Home Loans before and after business hours then this is the Lender to w ... more

They allowed me to customize my policy to fit my changing needs over the years. They were compassionate and efficient, and the payout was received in a timely manner, whi ... more

I have never once since opening this account waited less than 1 hour in the drive through for service.

Good company to do business with. Had a few problems, but they resolve them Without my having to say anything. On any large project, there can always be problems, but how ... more

Alberto was very professional and went the extra mile for our first time homebuyer! He was patient and got us to closing! He has many years of experience and is very kn ... more

Great people and investment advice.

John did a fantastic job with my tax returns. He explained it thoroughly and had it done in a timely fashion. Highly recommend GI tax and especially John.

Great customer service, an amazing team, solutions-oriented, and easy to communicate with. Have already recommended to colleagues and friends, and will continue to do so ... more

Cant say enough about Jenn Kline and her team! Im a successful realtor in the area and had what appeared to be a difficult file to get to closing. Through forseen and unf ... more

Have used Foster Accounting for tax year 2021 and 2022. He does a great job answering questions and handling my tax matters.

The application process was quick. We got our boxtruck loan approval in 2 days. The deal took about 5 days to be completed. Their service wasn't bad at all, we would cons ... more

this is most unfriendly and helpful company I've ever dealt with. Other brokerage or investment companies treat their clients with being helpful and having any concerns f ... more

Great friendly service with exceptional work. Will be going back to her!

Professional, experienced and easy to work with. The office staff is wonderful and the entire process went smooth. I will definitely consider using this company again.