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Find Top-Rated Apollo Beach Financial Advisors

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Finance Advising reviews in Apollo Beach

  • A
    We met with several different financial advisers regarding our needs for retirement and what we would need to do to hit our goals.  We had invested in a few of the "big" firms over the years, but every time we went to call the agent, they were gone and we got lumped in with other no name investors.  As a result - our money did not make any money and we decided to shop for a new strategy.
    Eliot was pretty much the only one who seems to tell it like it is.  He showed us real numbers and explained the process and what we would need to do.  He had incredible knowledge of many different products and because he is independent, he is not "forced" to promote certain products.
    We suggested a few different annuities that would provide some death benefit life insurance for us with a monthly payout available at different years.  He was very nice in explaining the options and really seems to care about the people.  We invested in some of his Prudential Products.
    We decided to test with a small chunk to see how it would perform and we are glad we did.  We are now excited to get the envelope in the mail to see how much it is growing.  We are in the process of moving more. 
    We have referred many people to Eliot and EVERYONE we have sent are impressed and very pleased.
    - Teo L.
  • A
    Very professional and knowledgeable in all aspects of finances. Would recommend to anyone!
    - Megan P.
  • A
    unknown
    - a p.
  • A
    unknown
    - Jacquenette W.
  • A
    very well - highly professional
    - DONNA K.
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Financial Advisors in Apollo Beach

Companies below are listed in alphabetical order.

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