Best Financial Advisors in Lake Mary, FL

“They exceed my expectations on a regular basis and I would recommend this office to friends and loved ones, as well as strangers, regardless of their income level or type of business because of their commitment to clients and based on my personal exp...”

“I had spoke to a number of facilities who really couldn't proceed without information on file for invoicing purposes first, but Jennifer gave me a call, asked me how she could assist, and allowed me to ask questions/vent/and almost break out into tea...”

“I have seen unimaginable, consistent personal fiscal growth attributable to the fact that his strategies are based on fiscal truths, remarkably accurate economic forecasting, a profound ability to analyze and apply the effects geo political economics...”

“The confirmation I made the right decision come at the Meeting with the Trustee, Mr Alper meet me in court and we witness 3 other people interviewed before I did and I can tell you I become very nervous once I saw the trustee extra questioning becaus...”

“They have always looked out for getting the very best returns and tax benefits out of my assets and have helped me keep a solid diversification of those assets.”

“Also, I wish you went into more of an explanation of how QC Ds are limited not only by the dollar limit but also the amount of current IRA contributions when the taxpayer is still having earned income.”

“Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in.”

“Of all the CP As I've dealt with over the years, Dana and her team have by far the highest level of tax knowledge, their follow up is impeccable and the accuracy of their work always ensures we are working with the best information possible to make t...”

“They're were very knowledge, professional and delivered every time I needed them to.”

“But the biggest plus for me was that not only did he remember how to say my wife's name, but he would say her name during conversations frequently and say it perfectly each time.”

“The relationship with CFR has been such a catalyst for our growth and expansion projects at our church.”

“He has been a friend, lending me his portable air conditioning unit when my HVAC died in this heat, even to the point of meeting me in the pouring rain to get it in my car.”

“Never did we think back then that after all these years he would still be here for us; but, now after our term insurance expired he was here to walk us through our next steps!”

“After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices.”

“Tiffany King made obtaining life insurance the easiest process...”

“The best financial advisors helped me to ensure my investments are funded in halal way”