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9AM - 5PM
2675 W State Rd 434, Longwood8:30AM - 5:30PM
1500 Town Plaza Ct, Winter Springs“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!“
9AM - 5PM
2420 S Lakemont Ave Suite 120, Orlando“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.“
9AM - 5PM
423 Country Club Dr, Winter Park“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!“
9AM - 5PM
220 E Central Pkwy suite 1000, Altamonte Springs“Joel was very knowledgeable and helpful with assisting me with signing up Medicare. He carefully explained to me the various options available. His expertise and thoughtful considerations made the process much easier than I expected. I highly recommend Voyage Retirement Solutions.“
9AM - 5PM
1540 International Pkwy STE 2000, Lake Mary“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.“
9:30AM - 5PM
11875 High Tech Ave, Orlando“I have been with foundations for 4 years now. They have went to bat for me on shorted claims and they have also always tried to steer me in the smartest directions.“
8:30AM - 5PM
557 Wymore Rd #201, Maitland“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.“
9AM - 5PM
810 N Orlando Ave, Winter Park“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.“
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