8:30AM - 5:30PM
1111 Douglas Ave, Altamonte Springs
Financial Planners
“I have been a client since 2005. I trust Joe, Aaron, and the team of fiduciaries to safely build my retirement account, which they certainly have done. I decided to retire early and began receiving monthly payments from my retirement account. Ten years later I had the same principal amount as the day i retired (which is outstanding considering the amount which has been paid to me over these 10 years.) If you are looking for integrity, wise investing, and a company you can be proud to be associated with, certified financial is top of the list in my opinion.“
“They are spectacular. I truly can't tell you how helpful and patient they are with their clients. I recommend them even when someone already has another planner!“
“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 their resources.I am proud to know their staff has genuine interest in each client.“
“Working with Retire Orlando has been an incredible experience! I was apprehensive initially to take the leap-being vulnerable enough to share all of my financial information and wondering what “they might think”, but I cannot say enough about Scott’s level of professionalism, authenticity, and true desire to help make sure I am set up for success, as it relates to my financial portfolio and future. I feel 100%+ comfortable talking to Scott about all things related to my financial wellness. My only regret is that I did not reach out sooner!“
“Very impressive service delivery for clients here with a magical combination of technology and genuine care and concern from Todd and the team. I have dealt with many financial advisors but very few deliver this level of detail for a boutique business. It is the simple things like a warm greeting at the door, relevant decor but not overstated, and big surprise here .....but a timely follow up post the meeting. Seems simple but not many do it and especially not at the level found in the secret gem in Winter Springs for quality financial advice!“
“I have been working with Dave Allen for my financial and investment planning. Dave and his team are very attentive to my needs and provide very sound advice. I highly recommend Dave and the SFM.“
“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 about. It's easy to worry about money but Jason and the team take the worry away!“
“I have been working with Andrew Schierer for over 20 years as my trusted financial advisor. Andrew has also been an advisor for several of my family members throughout the years. After my Mother passed away, we had a lot of cleaning up and consolidating to do and he was there every step of the way. His financial approach and strategy have benefitted me even during the downtimes. Andrew and his team have been my best choice as a trusted, honest and competent financial advisor. I appreciate how he goes into detail and paints a clear and concise bigger picture. I am currently planning the next phase to retire and he has made me feel confident about my financial future. Andrew weighs out scenarios with me to assist in my decision-making process. He is not telling me what to do, but advising me, giving me options and fully supports my choices. Thank you for giving me confidence to move forward with the next steps in my life journey to retirement and being able to enjoy the years to come...hopefully many years! Without hesitation, highly recommend Andrew and his team for your financial advice and planning for your future.“
“Exceptional and reliable service over many years. I have had my accounts with Dorman Financial since the late 1990's and couldn't be happier with them.“
“Jonathan greeted and assisted me on how to open an account, a very professional demeanor with a comfortable vibe.“
“Michael Smith was so amazing with my parents. He has walked through step of what they needed to do and take care.“
“Vaughn Wealth has been a fantastic group of people to handle our portfolio.....through the years the staff has been extremely knowledgeable with handling all of their clients needs.....they have quite simply been the BEST....I highly recommend this Financial Institute to handle all of your investment needs.....??“
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