Florida Financial Advisors - Tampa, Florida

Tan Tran

I had a fantastic experience working with Vanny. He was incredibly helpful and insightful throughout our meetings. The advice I received was not only practical but also tailored to my specific financial situation. Vanny took the time to understand my goals and provided clear, actionable steps to achieve them. I highly recommend their services to anyone seeking professional and effective financial guidance.

Marcus Dortch

Received a random call from this group trying to promote/sell their services. The call was conveniently timed right after we received our merit bonuses at work. In fact, I had several financial advisory services companies call during this time. Apparently they have the intel to know when bonuses are paid. But this company was the most aggressive, they tried really hard to make it seem like they worked with my employer. But, I was able to verify that there was no affiliation and that my employer did NOT share my information with them.

Nice try FFA ?! You might want to tone down the aggressiveness.

Sarah s

I was so excited to get messaged about a job from a company after searching for months in this tough job market. After being asked to apply from this company’s CEO, I was beyond disappointed to find this company was a pyramid scheme. They make you pay over $500 to even join the company and the salary is ONLY commission based from what I have read. It appears they target desperate college graduates. If you have any doubts look them up on reddit.

Ronald

Preston Green and his team at Florida Financial Advisers helped me squeeze an additional 2.5% return out of my 401K retirement account. Thanks for the efforts and great advice.

B S

Junior sales development reps will call you and hang-up on you to see if your numbers works, then refuse to take your call when you ring them back. Really great business practice*

*Sarcasm

Bizzy Stam

John Gangloff has been a pleasure to work with. Over the year, we’ve made amazing growth towards my financial goals. He’s also very knowledgeable with what he has to offer and walks me through anything that I don’t understand. Would highly recommend working with him!!

Andy Randles

I spent over 5 years trying to find the right financial advisor to focus on helping me grow my existing retirement nest egg. Most just wanted to sell me insurance or look at future investments but didn’t want to spend any time on my existing savings. Initially speaking with FFA I assumed they were the same… however I was pleasantly surprised. Working with Preston Green he focused on my concerns and looked at my existing savings and retirement goals. Preston has been very easy to work with and explains their thought process for the investment advise. I like to be informed on the “why”. Initially I was meeting with him bi-weekly to develop a financial plan and now we have moved to quarterly. The changes made to my existing retirement more than doubled the fee that I was charged after just one quarter. I would highly recommend FFA (specifically Preston and Dillion) to anyone looking at growing their existing retirement savings.

Prasad Pathak

Lucas, wong is best, I am enrolling in their yearly advisor planning. he will help me in 401 k strategy and retirement planning.