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Dillon Donechie has been invaluable in navigating the complexities of proper investing and allocation to really set me on the right path to getting certain financial targets met. I really like working... Dillon Donechie has been invaluable in navigating the complexities of proper investing and allocation to really set me on the right path to getting certain financial targets met. I really like working with him and the lengths he goes to create a satisfying customer experience. Read More
Florida Financial Advisors specializes in providing tailored financial planning and investment management services for individuals and families in Central Florida. By leveraging comprehensive market insights and personalized strategies, they empower clients to achieve their financial goals and secure their financial future. Their focus on long-term relationships ensures that clients receive ongoing support and guidance as their financial needs evolve.
Dillon Donechie has been invaluable in navigating the complexities of proper investing and allocation to really set me on the right path to getting certain financial targets met. I... Dillon Donechie has been invaluable in navigating the complexities of proper investing and allocation to really set me on the right path to getting certain financial targets met. I really like working with him and the lengths he goes to create a satisfying customer experience. Read More
Dillon Donechie has been a major help in building and sustaining my portfolio. As a young person who's looking to build wealth over the long-term, Dillion has provided valuable inv... Dillon Donechie has been a major help in building and sustaining my portfolio. As a young person who's looking to build wealth over the long-term, Dillion has provided valuable investing and allocation strategies to achieve my goals. He's also done so by not being pushy/intrusive, which I greatly appreciate. Read More
I have been working with Ryan Smith at FFA in Orlando. He has been very professional & personable offering very sound financial advise with great results in helping me get closer t... I have been working with Ryan Smith at FFA in Orlando. He has been very professional & personable offering very sound financial advise with great results in helping me get closer to my retirement goals of which I am very grateful. Read More
Chris Kayel is a true professional. He has helped me immensely getting my 401K and investments in order. I value his advice and his knowledge. He genuinely cares about his customer... Chris Kayel is a true professional. He has helped me immensely getting my 401K and investments in order. I value his advice and his knowledge. He genuinely cares about his customer and he has earned my trust. Read More
I had a wonderful experience with FFA. Very professional and knowledgeable. I have very limited knowledge on the many different financial advising techniques and FFA, specifically... I had a wonderful experience with FFA. Very professional and knowledgeable. I have very limited knowledge on the many different financial advising techniques and FFA, specifically Ryan Smith, took the extra time to carefully go over and explain things with me. Great company. Read More
Met with Amey Barge and it was well worth it. He was knowledgeable and professional. I had no idea I was investing into my 401k into poor performing accounts. Now I feel much bette... Met with Amey Barge and it was well worth it. He was knowledgeable and professional. I had no idea I was investing into my 401k into poor performing accounts. Now I feel much better about my investments. Worth the time. Read More
FFA was amazing explaining details of my 401k that I was not aware of in a way that I understood but never made me feel stupid like other advisors had in past. I highly recommend M... FFA was amazing explaining details of my 401k that I was not aware of in a way that I understood but never made me feel stupid like other advisors had in past. I highly recommend Mr. Tommy Nickerson and his staff, they will exceed your expectations Read More
Mark Midkiff is an excellent financial advisor! He is exceptional in helping me maintain and grow my Roth IRA. He does great work and would highly recommend his expertise. Again, t... Mark Midkiff is an excellent financial advisor! He is exceptional in helping me maintain and grow my Roth IRA. He does great work and would highly recommend his expertise. Again, thank you for your services.😇💛 … Read More
I had a wonderful experience with FFA and highly recommend them! Amey Barge did a truly fantastic job explaining the details of my 401k and all the other options that I had availab... I had a wonderful experience with FFA and highly recommend them! Amey Barge did a truly fantastic job explaining the details of my 401k and all the other options that I had available to invest in. They have exceeded my expectations in all regards. Read More
Worked with Kyle Krueger and Cameron Ritchey at Florida Financial Advisors, Orlando. Both are very professional, and very knowledgeable. They prepared an Excellent presentation a... Worked with Kyle Krueger and Cameron Ritchey at Florida Financial Advisors, Orlando. Both are very professional, and very knowledgeable. They prepared an Excellent presentation and explained all aspects of the Financial strategy in clear, understandable terms. Great Experience - will be referring both to my friends and family for Financial matters. Thank you Kyle and Cameron!! Read More
What a wonderful experience I had from start to finish. Being in the beginning stages of retirement planning I was looking into what steps I could take now to maximize my benefits... What a wonderful experience I had from start to finish. Being in the beginning stages of retirement planning I was looking into what steps I could take now to maximize my benefits later on and Tommy and his team were nothing short of spectacular. Truly helped and explained the reasoning behind everything which was great. Love to see someone dedicated and willing to take the extra time to explain the process. Highly recommend Thomas and his team. Read More
Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend!
I've had terrific experience with Dillon Donechie at FFA. He's always prepared for our discussions, and tales the time to explain things at my low level of understanding. With his... I've had terrific experience with Dillon Donechie at FFA. He's always prepared for our discussions, and tales the time to explain things at my low level of understanding. With his help and guidance, I'm now confident my investment strategy is returning more than it was before meeting with him. Read More
I personally worked with Nick Sowers and could not give enough praise for their guidance and help. My wife and I were very unsettled with the idea of trying to transition into reti... I personally worked with Nick Sowers and could not give enough praise for their guidance and help. My wife and I were very unsettled with the idea of trying to transition into retirement. Nick and his team were thorough in understanding our objectives and putting together our plan. They helped us understand what we were discussing and have completely put us at ease. Highly recommended Read More
My advisor, Mark Midkiff, is so helpful and I’m glad I made the choice to change to him. I’m not very knowledgeable about investing, and I don’t have time to do the research and mo... My advisor, Mark Midkiff, is so helpful and I’m glad I made the choice to change to him. I’m not very knowledgeable about investing, and I don’t have time to do the research and monitor my investments. My past advisor with another company didn’t do much at all for monitoring investments or planning for retirement. Mark has been so helpful with setting up annuities to roll over pension and 401k investments when I changed jobs, monitor my stocks and update my 401k elections. I could have lost a lot of my retirement funds in the last year, but thankfully, because of Mark, I did not! We have also set up a plan so I can retire from my corporate job at 55. I will recommend him and Florida Finacial to anyone that needs help planning their retirement! Read More
Matt Falt is an excellent advisor! He cares about his clients and it shows. It is so easy to talk to him. He makes you feel like family. He is extremely knowledgeable and takes... Matt Falt is an excellent advisor! He cares about his clients and it shows. It is so easy to talk to him. He makes you feel like family. He is extremely knowledgeable and takes the time to really listen and understand my objectives. He works within my risk tolerance/comfort level. He has restored my confidence that I can reach my goals! Read More
I've been working with Associate Manager Austin Wallace for a few years now, and am truly thrilled with his service! When you look at my portfolio performance graph you can clearly... I've been working with Associate Manager Austin Wallace for a few years now, and am truly thrilled with his service! When you look at my portfolio performance graph you can clearly see when he began advising me, and my investment growth since that time has been ALL positive and steady. The cost for service is surprisingly low, especially for such an important and (to me) overwhelming and confusing necessity like financial planning. Austin is kind, gentle, super responsive, and makes himself available for meetings within a few days with several day/time options always offered. His personality exudes knowledge, but he's also reassuring and provides a great deal of education each meeting, and is not at all pushy, or rushed. I've learned so much because of Austin Wallace, and deeply trust his expertise. With great confidence, I highly recommend Austin Wallace at FL Financial Advisors to entrust with your preparations for your future. Read More
I started working with Parker Long 3 years ago under the guise of managing my 401k investments, but with the secondary intent of building my own understanding of the market. Parker... I started working with Parker Long 3 years ago under the guise of managing my 401k investments, but with the secondary intent of building my own understanding of the market. Parker has been a consistent wealth of knowledge for me in that time and my competency reflects it just as much as the portfolio's performance. Read More
Parker Long and his Team provided me with a "Custom suit" that matched my financial profile. A year in the making and my investment grow in a way that i didn't expected. This is re... Parker Long and his Team provided me with a "Custom suit" that matched my financial profile. A year in the making and my investment grow in a way that i didn't expected. This is really a fine tune solution to my specifc financial portfolio, even been is a very dynamic market. Read More