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.

We had a financial advisor for 7 years and our retirement money was gaining 5 to 7% per year. Last…read moreyear we went to Rivers Wealth Management (RWM) event and listened to Jason Thornton presentation and we got very hopeful that we can gain more money for our retirement. So we met with him in his office in Lake Mary and after 2 hours of conversation and see results of his trading and investment strategies, we signed up and transferred all our portfolio to RWM. So far in just a few month, our gaining is better than expected. We are thrill to see our wealth getting up to our expectations, so we can have a faster and wealthy retirement. I highly recommend RWM and his team. Jason and Nicole are awesome. He uses Charles Swab as platform. You will get daily emails on his trading and see the investments fluctuation. Very transparent and aggressive (if you told him to be).

Jason, is great at ensuring you understand your financial needs and he will spend the time…read moreexplaining your options . He a pioneer in Annuity world, just out right amazing and knowledgeable. He's a great person to work with. Thanks Jason

Matt demonstrated great attention to detail and was extremely patient, dedicating time to address…read moreall of my inquiries. Although things seemed to speed up towards the conclusion, I am considering following up in case any additional concerns arise.

Beware - I strongly advise you to steer clear of this company…read more When my job was being relocated to another state, I decided not to move and began focusing more closely on my IRA. I had already taken a significant loss of about $35,000 during the market downturn in the fall of 2022. Around that time, I heard about Talon from a radio program and decided to give them a try. I met with a local representative, John, who reviewed my numbers and projected a 12-15% return on my investments. I decided to move forward and invested $228,000 with them in October 2022. What I wasn't told--and what I later learned--was that I could have simply left my existing investments in place and had Talon take over as the manager. Instead, all of my prior investments were liquidated, and everything was restarted from scratch. In 2023, my portfolio returned just 4%, after fees. I had been told their fee would be 1% annually, but I frequently raised concerns throughout the year because half of my money was just sitting idle in a money market fund. By the second year, I was still dissatisfied. I raised my concerns again in the fall, which led to some adjustments--but 2024's return dropped to just 2.6%. I then discovered I was actually being charged 2% per year in fees--not the 1% I was originally told. When I brought this up, they wanted to schedule a meeting to "look into it." At that point, I had already made up my mind to leave. I genuinely believe my account wasn't large enough for them to care about managing it properly.

Mr Nordmann was extremely helpful with my divorce as we had many investments to split. I'm looking…read moreforward to doing more business with him in the future.

From the owner: Investment Management & Financial Planningread more

We are grateful to Chuck and his team at Hidden Wealth for all they have done for us. Like many…read morepeople who invested in the 401K plan came the haunting realization how this was actually going to backfire on us come RMD time. We sought help from other financial advisors but always felt like we were given partial solutions, nothing comprehensive. But Hidden Wealth did. They gave us a plan to grow our wealth while mitigating taxes with options we didn't even know were available to us. The Hidden Wealth team has always been very responsive to our retirement inquiries and concerns. We have been with Chuck and team for a few years and can't say enough praise for what they have given us - peace of mind and a direction.

From the owner: The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts…read moreincluding 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can take advantage of tax breaks.

I want to single out this credit counseling firm. There are so many fly-by-night operations in the…read morecredit fix industry that just take your money and run. However, this company is not one of them. I have waited until my process was completed after a year. I did most of my accounts at the beginning and then a couple accounts late. They were patient and maintained professionality. They were able to do it because they know what they are doing. From Kayla, Lee Ann, Donna and their boss, the process was smooth and always exceeded my expectations. They were realistic with me and then surprise me. They probably don't me to raise any expectations here with future clients but I want people to know so you can avoid all the corruption out there. Saved my credit with 0 interest pmts. because I did exactly what they said to do. They would probably want me to say, everyone is different and not to expect the same thing, however, they are very good and trustworthy! Good luck out there in this financial market.

I have been with SCS since 06/14/2022. I am very happy with their service and advice so far. Just…read moretoday, Jessi helped with an elusive problem which led her to solving a similar problem for another customer. She is building quite a useful knowledge base.

David & his staff are very professional, friendly & informative…read more I am a novice with financial investing & David explained everything step by step & made sure my husband & I clearly understood. He devoted a lot of time to us so he could prepare a financial portfolio designed for our particular needs. David made us feel extremely comfortable & secure with the decisions we made including the preparation of a Retirement Strategy. Thank you so much David!

By far the most competent and knowledgeable financial services on the market. The staff is…read moreprofessional, courteous, and honest. In a society filled with confusion and deception, Alan Smith Financial is a guiding light to a stable and secure financial future for short term and long term investments.

From the owner: We specialize in providing a custom service to our clients to help them achieve their long term…read morefinancial and retirement goals. Our services include retirement and financial planning, Life insurance, Long term care and disability insurance, College savings, Individual retirement plans and long term investing. We work with business owners to establish and help properly administer employer sponsored retirement plans and many other employee benefits.