Jeff Ackler CFP with Merit Financial Advisors
Financial Planner
4400 N. Hwy 19A Suite 4A, Suite 4A Mount Dora, FL 32757I have been a Merit client for a few years now and found their staff to be friendly and professional. David and his colleagues help me and my family understand how to bes ... more
Jeffery Albright - Thrivent
Financial Planner
354 N Highland Street, Suite 3 Mt Dora, Florida 32757Great adviser and very helpful in making financial decisions. Very professional and honest.
Stephany Slysofski - Thrivent
Financial Planner
354 N. Highland St., Suite 3 Mount Dora, Florida 32757Very professional and just down to earth!
Greenlee Kurras Rice Brown & Garner CPAs
Financial Planner
627 N Donnelly St Mount Dora, FL 32757The BEST. They're always willing to go the extra mile.
Oxford Advisory Group | Financial Advisors
Financial Planner
1502 N Donnelly St #110 Mount Dora, FL 32757We've been using Oxford as our primary wealth manager, and we're highly satisfied with the service and attention we receive. The staff are all first rate.
Collier & Hackler Financial
Financial Planner
2025 W Old US Hwy 441 Mount Dora, FL 32757I felt like I was actually heard and that I wasn't just another account. Easy to talk to and you could tell they definitely cared about what I wanted and what was best fo ... more
Kendrick Crockett - Thrivent
Financial Planner
354 N Highland Street, Suite 3 Mount Dora, Florida 32757
Edward Jones - Financial Advisor: Michael Radnothy
Financial Consultant, Finance Broker, Financial Audit
20110 U S Hwy 441 Suite D Mount Dora, FL 32757Marshall Financial Group
Financial Planner
626 N Highland St Mount Dora, FL 32757I have been a client with David for 25 years. He is extremely professional and knowledgeable. He can explain things at a level that makes me feel comfortable. He is a goo ... more
Bank of America (with Drive-thru services)
Bank, Financial Consultant, Financial Planner
3200 County Rd 44B Mount Dora, FL 32757This mount dora location refused to cash a check that was drawn on Bank of America. Pretty bad when a bank wont even cash their own checks!! Stay away!
Stephany Slysofski - Thrivent
Financial Planner
354 N Highland St #3 Mount Dora, FL 32757Garrison Wealth Management
Financial Planner
6967, 2110 N Donnelly St # 600 Mount Dora, FL 32757Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him man ... more
Schmidt Financial Resources
Financial Planner
851 N Donnelly St # 7 Mount Dora, FL 32757Plan America Financial Services Inc
Financial Planner
303 N Baker St Mount Dora, FL 32757