Had scheduled an appointment (phone call) to answer just a few questions & see if their services…read morewere for me. They rescheduled my appointment to an earlier time slot and still never called, never followed up. It was uncertain based on the initial call to set up an appointment if they would be able to help me but it would've been nice if they were able to call me at the appointment time they set up and rescheduled. No call back, no follow up, no email -- they ghosted me.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Susan is honest, forthright, and exceptionally driven to help her clients grow their wealth…read more Her office is conveniently located, as well. (That's a great boon for those of us who have little free time to "take care of business" as we strive to earn money through our careers.) Heed her advice -- it's truly expert advice that you won't regret having taken. Absolutely top notch work.

From the owner: Susan Penney is registered with and offer securities through Kovack Securities, Inc. Member…read moreFINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Penney Wise ® Wealth Advisors, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Susan Penney and/or Penney Wise ® Wealth Advisors, Inc.; positive reviews of experiences with Susan Penney and/or Penney Wise ® Wealth Advisors, Inc. may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

Stay away!!!!!! Laurie had the worst customer service I've ever experienced in my life. I was…read moreyelled at while trying to get information on a trust. When asking for a copy I was told another family had one and they could not provide it ever because their records do not go back that far. I asked if it was lost if they could provide it. She said no and hung up on me. I said I would get whatever paperwork was needed to be provided the information. She also accused me of just wanting money and yelled "you aren't even in the trust anyway". I in no way am looking for money, but helping with the financial piece since My grandmother has dementia and we are working on end of life care and I explained that I was in a very fragile state dealing with all of this and was continually yelled at and then hung up on.

We have been with Steve, his family and staff for 8 yrs and I have to say, they are the most…read moreefficient and personable people we have dealt with. Steve sat up our trust and got that whole mess put together in a nice tidy package! He or Laurie are available anytime we have an issue. Would highly recommend!!

Brian pays close attention to all his accounts, big and small, and has provided excellent advice…read morein different situations. We travel outside the country frequently, always comfortable in the knowledge that Brian will protect our financial well-being no matter how far we roam. His assistant Tracy seems to work well with Brian and makes us feel welcome whenever we visit the office. If only everyone paid the kind of close attention Brian and Tracy do. Couldn't recommend them highly enough.