Jim Perkins helped me with all my financial issues, and set up a retirement plan that suits my…read morelifestyle! I highly recommend going to see Jim!

From the owner: Helping Navigate Financial Peaceread more

McDonough Capital Management, and Ed and Shannon are wonderful to work with. Their investment…read morestrategy makes sense and we are reaping the benefits. They are excellent to work with. Their attention to their clients and to details as well as the big picture are outstanding.

The McDonough team did a thorough analysis to get me started with the right risk-level of…read moreinvestments. We didn't just dump money randomly into the market - they use a great methodology to target my investments. And they are available for routine reviews and updates. I'm pleased with the relationship and results.

I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are…read morepeople like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.

Jesse helped me rollover my 401k when I retired last year. I didn't really understand the…read moreinvestments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.

Allen & Co is a long-standing highly reputed investment and financial planning firm with several…read morelocations in Polk County. I have found them helpful and on point with their financial advice. Highly recommend.

Allen & Co. puts their clients' best interest first. Highly recommend them for your go-to for…read morefinancial advice.

Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

I like Schwab. This office is managed by the same people as in Windermere. Great for when you need…read moreface to face and/or local assistance.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I have been doing business with Allen for a number of years. His financial advice has been spot on…read moreand his ethical standards are above reproach!! Thanks!! Scotty Barrett

From the owner: Financial Advising serving Florida with focusing on Polk County…read more "Retirement For Generations To Come"

Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.