I have been working with Jeff to get my financial life plan going, and he has made it such a…read morebreeze! Thinking about all the things that encompass a financial plan is daunting, but Jeff breaks it down for me and is very knowledgeable about it all. He provides lots of options and makes it easy to understand. He has set me up with contacts for my life insurance and estate planning, who are experts and made me feel at ease about it all. Jeff is very honest and up front and does not pressure me into anything. I highly recommend as I now feel prepared for my future and excited to keep learning from him

Five Star review is not enough to describe Sparrow Wealth Management. When it comes to your…read moreretirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Cris is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him.

I am very grateful to Chris for helping my husband and I come up with a financial life plan that is…read moreempowering for both of us. When we went in to see Chris we had not been on the same page for some time regarding how much money to allocate towards retirement, paying off the house, emergency fund savings, vacation, etc. My husband has a much higher threshold for risk than I do. Chris was able to understand our differing needs and values and helped us creatively bridge the gaps necessary to come up with a solid plan that honors us both. Now we both have a lot more peace of mind about our future and as well as greater freedom to enjoy our money in the now.

Been a client for over 4 years , very great customer service , Rafael helped me save over $100 a…read moremonth and even got my sister insured with huge savings too. 10/10

Do not use this office or Josh for anything auto insurance related. You will be stuck with a very…read morelong process, no help from anyone or anything. 6 months ago, my 2022 ford bronco sport had a check engine light after a very minor accident(no cosmetic damage). Josh's preferred shop has costed me several thousand in delayed rental costs, a damaged vehicle and a lock on my claim. there are better options than this office or company

Berkely and Bobby were beyond amazing! They both were so wonderful throughout the entire process!…read more I could not have imagined going through this without their guidance!! I so appreciated their honesty, support and kindness! They both were so personable and the humor was top notch! Thank you both for everything

Tom and Bobby went above and beyond to make sure we had a fast and easy home buying experience. My…read morewife is expecting our first child and it was important for us to close before the baby is due. It took 10 days from the time our offer was accepted to the time we closed. Not only were they fast, but they took the time to explain every detail to us. There was never a time we couldn't directly reach them for any questions we had at any time of day. They made this experience flawless for us, we honestly can't thank them enough. Will recommend them to anyone we can!

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.

Highly recommended coming here for financial needs. We attended a seminar with Chance and then came…read moreback for an appointment with Johnny. Very helpful, professional, and personal. We were welcomed with a charcuterie board and glass bottles of water. He gave us great advice, and personal referrals that best fit our needs. On the way out we learned that they also have their own wine they give their clients for the holidays.

get everything I needed when I moved back to Florida. I highly recommend this office. I have been…read morewith State Farm for years and agents and staff like this are the reason why. Thank you Carl and Joseph!

Carl's team are very knowledgeable with home, auto, life and health insurance…read more I would recommend calling his office to get a quote.

This is by far the worst insurance agency I have ever had the misfortune of working with in my 60…read moreyears on this earth. They are non-responsive...rude. They care about you while they are trying to get your business, but God forbid you need to contact them for anything....no return phone calls...no one answers the phone. I finally called State Farm Corporate and lodged a complaint and had my policy moved to another agent...who surprisingly answered on the first ring. State Farm is a great company....however Steve Manzano's office is the absolute WORST. Go somewhere else.

I am so happy to switch to Statefarm. Not only I have a better deal compare to what I used to pay…read morethe last 2 years with Direct insurance, but the the representative that served me was awesome and very professional in her job. Additionally, I want to mention that: LAURA STEIN you're the best representative ever - thank you!!!