About Retire Orlando, a Member of Advisory Services Network, LLC
Retire Orlando, a Member of Advisory Services Network, LLC, is dedicated to helping clients navigate their financial journeys, regardless of their current life stage. The firm emphasizes the importance of a financial roadmap to achieve personal goals, such as funding education, growing portfolios, or maintaining a comfortable retirement lifestyle. Clients work closely with a CERTIFIED FINANCIAL PLANNER™ to create tailored financial plans that address their unique needs. Recent feedback from clients highlights the exceptional professionalism and authenticity of the team's approach, particularly noting the expertise of Scott Perrone. Clients express feeling comfortable and understood while discussing their financial wellness. Many appreciate the clarity and relatability of the information provided, which aids in establishing effective financial strategies. Scott is recognized for his honest and straightforward manner, making clients feel valued, regardless of their investment amounts. His passion for investing and helping clients work towards retirement builds trust and respect over time. With a calm demeanor and a wealth of knowledge on financial planning, insurance, and taxes, Scott's thorough quarterly reviews and simple investment strategies instill confidence and peace of mind. Retire Orlando is recognized as a reliable and trustworthy partner in financial planning and wealth management, making it a recommended choice for those seeking guidance in their financial endeavors.
Working with Scott has been great and I kinda wish I would have engaged with him sooner!!
After years of self-managing my investments, I needed & wanted the confidence of a financial professional to help me navigate through post-hurricane money & property woes and also make sure none of that derailed my retirement goals. After just a couple months, I feel a huge sense of relief to have Scott's expertise and support in guiding my investment strategy now.
Its been an even bigger bonus to have his guidance with the turbulent changes in the stock market over the last few months! I enjoy reading his newsletters each month and know I can reach out with any questions,...read full review
Scott was actually the third financial planner I talked with before deciding on him. The first planner didn’t seem interested in taking my modest investment amount in spite of knowing him for many years. Second planner, without telling me upfront, wanted me to purchase a long term health care policy from him that after looking at the numbers I decided against. After I declined, he told me that if I sold other investments and had more money for him he would take me on. Scott didn’t seem to mind my relatively small investment amount and has been honest and straightforward! Any question I’ve had related to finances and retirement, sometimes unrelated questions also,...read full review
Scott is a consummate professional and well-versed in financial planning. He helped us so much and explained everything in detail. Has a wealth of knowledge also on insurances and taxes. Recommend him highly.