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Finance Advising reviews in Plantation

Real People ~ Real Reviews ~ Real Results

  • When we first met with Steve our stock portfolio was spread out over several companies. We were with one company that seemed to make more from churning our funds. We were not managing our money at all! Steve consolidated and diversified our portfolio. We have done extremely well, to the point a comfortable retirement is a certainty. Even though we are small potatoes, Steve treats us and our money, like the big financial houses treat their preferred customers. Did I mention this is a one person office? So that means lots of individual attention and patience in answering my endless questions. Steve is enthusiastic and really likes what he does. He is honest and hardworking. Initially, it seemed risky and costly to use a financial advisor, but now I kick myself for not using a financial advisor sooner, thankfully it was Steve. I know I sound like a commercial, Steve has no clue I'm sending this. I would highly recommend Steve and Newmarket to anyone.
    - PATRICIA B.
  • The firms's partners are Stuart Horowitz and Andrew Rosenberg. Mr. Rosenberg is also an attorney. They have handled our financial affairs for eight years and legal affairs for 2 years. The firm has grown from 3 people to 14 during this time. We are extremely satisfied with their services, which have allowed us to retire last year.
    - EDWARD K.
  • He is always available to speak to you. He has been my financial adviser for more than a year now. He is always responsive and always makes the client feel important. There are no disappointments. He lets me know if I should move my money around. There is not enough that I can say about him. You can't ask for more.
    - CANDICE R.
  • Tried to cancel project since I was going through a bad depression. Even my sister in NY who runs an architectural firm, called the Sales rep. supervisor begging for cancellation.
    - Maria R.
  • I am grateful for Sharlene's help. I have receive my discharge and I am ready to start over. I thank Miss Gillespie for everything she have done.
    - Dara S.
  • Successfully filed and approved for bankruptcy.
    - Matthew E.
  • Services are perfect for the families whom don't even know how much this helps them.
    - Brand Agent USA M.
  • Always go to USAA first for all our financial needs. Best customer service!
    - Eugene N.
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Financial Advisors in Plantation

Companies below are listed in alphabetical order.

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