Best Financial Advisors in The Villages, FL

“She is always the most delightful during our appointments, answers any questions I have, and provides the best suggestions when it comes to handling the taxes for my business.”

“He took the time to listen to our short and long term goals, and got us on a great path to success!”

“CW puts me in total trust they will handle not only the money but family issues keeping the customer protected from those who cannot be trusted.”

“We can't give the staff enough stars to rate how highly professional and pleasant they always are.”

“He was willing to go the extra mile to ensure that my business investment questions/concerns were specifically addressed and recommended preliminary issues that I should address.”

“Whether you are already retired or working to accumulate enough capital to fund retirement, you are likely aware that serious problems for most investors are the low levels of current income available from the bond markets and the possibility of deva...”

“At Johns Brothers Financial you can rest assured that you're in good hands. Whether it's financial planning for your family, retirement, or everything in between, we have the specialized financial experience that you need to be prepared for whatever ...”

“Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perfor...”

“It is our belief at DWMS that our daily impact in the community can reach far beyond helping investors fulfill their dreams. We endeavor to give back – with our time, effort, and pride.”

“I have been working with Skip and his staff for several months and have been very impressed with the friendliness and the professionalism of everyone there.”

“The combined definition of "positive", "progressive" and "success" is listed as ESTATE AND RETIREMENT RESOURCES, INC.”

“Good service!!”

“Liz is extremely knowledgeable, Very well prepared, presented a lot of information and made the three hour seminar very interesting for us.”

“Jason Woodall and his team are a pleasure to work with and very professional.”

“He's very market savvy and has been generous with his knowledge and time to explain what to do with my funds to get the best results with reasonable risk.”

“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. DB Wealth Managementis not a registered broker/dealer and is independent of Raymond James Financial Services.”

“To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to AWMG's web site, the client and/or prospective client acknowledges and understands that the information resulting fro...”

“Investing in higher-yielding bonds is subject to risks including interest rate, default and credit risk. Callable bonds and CDs are also subject to call risk. Callable CDs can be redeemed (called away) by the issuing bank prior to their stated maturi...”