Outstanding service and would definitely recommend them, without any hesitation. I can't imagine a…read morehigher level of service, care and responsiveness is possible. I've been with Wilmarth PWM (Raymond James) since 2018 and would not even consider leaving. Cole has been my financial advisor for the past five years, and his insights and attention to detail are consistently top notch. I trust him. Highly recommended. (And during business hours you will never be connected to a voicemail--someone always picks up. Always!)

From the owner: The Financial Advisors at Wilmarth Private Wealth Management in Melbourne, Florida assist families…read morewith their financial goals. From retirement planning to saving for college, their team of experienced financial planners create personalized plans to manage wealth, investments, and financial futures. Understanding stock option plans, ERSA's, and monetizing businesses are just some of the financial planning skills brought to the table. Working closely with your CPA and estate attorney creates a trifecta of team members all working on your behalf.

Very positive experience with large increase in a short amount of time. Altair was welcoming and…read moretook time to explain everything in detail and answered my many questions. Highly recommend.

Enjoying the zoom meeting once a month. Very interesting and informative keep up the good work…read more Can't wait till next month

Went to Matthew in 2017 about 6-8 months prior to retirement. He has been wonderful to work with in…read moremanaging our portfolio. He has managed our funds, giving us a steady stream of extra income, while the funds continue to grow. On the rare occasion that Matthew is out of pocket Andres has covered and taken care of our needs. We were with Matthew prior to the forming of Marvel and we recommend he and Marvel to others. They communicate and are good at explaining their recommendations. I am confident that even when tougher times come our money will be managed to the best of their ability.

I can't say enough great things about this team! From the very first conversation, it was clear…read morethey truly care about their clients' success, not just in business, but in life. They take the time to listen, understand your goals, and then give you clear, actionable strategies to get there. What I love most is their integrity and authenticity. In a world where it's hard to know who to trust, they stand out as people who genuinely have your back. Their financial advice is solid, their business insight is priceless, and their energy is uplifting. Every time I leave a meeting (virtual or in person), I feel more confident, more focused, and inspired to take the next step. So If you're looking for guidance that's both smart and heart-centered, I highly recommend them. You won't just get great consulting, you'll also gain partners who are truly invested in your growth.

From the owner: Ask Bree and Lisa for strategic financial planning that works. Index-based wealth building,…read moreretirement planning & business growth with energy and expertise. We believe clarity should come before commitment. That’s why every consultation is 100% complimentary.

Mr. Shier has years of experience and is knowledgeable about a variety…read moreof financial products and services. I like his no pressure and patient approach.

I have been doing business with Todd since the beginning of my career over 25 years ago. I have a…read morediverse, well-balanced portfolio that will serve me well as my children head off to college on their 529 accounts and I plan for retirement. Todd is quick to respond to any questions and his explanations are clear and concise. I leave the financial planning to Todd who has earned my trust while I enjoy life.

What is wrong with this .. I does my taxes October 29th than signed my paperwork December 23rd and…read morestop didn't get nothing .. also the place is closed down like a eggshell and they removed everything... and I was calling and calling for months and got no answer ... they never put the deposit into my bank account.. guess it's in their .. I need some answers I'm pissed and this is some bullshit than I gotta at least post one start to even do a review ... they do not deserve that star ... I'm pissed

I had a 3 PM appointment scheduled. I arrived at 3:02 PM. I was told the tax preparer was with…read moreclients and it would be "just a few minutes" wait. As of 3:40 PM I was still waiting and not given a specific time as to when I could be seen. The person at the front desk blamed the delay on the clients instead of the company. There are too many companies that have great reviews to even consider using this company.