Florida Financial Advisors

Our experience working with Florida Financial Advisors—particularly with Reece Ellison and Robert Birk—has been exceptional. They have skillfully restructured our investment portfolio to enhance its performance and have offered valuable guidance on retirement planning. We highly recommend their services to anyone seeking professional and reliable financial planning support. Nuestra experiencia al trabajar con Florida Financial Advisors, en particular con Reece Ellison y Robert Birk, ha sido excepcional. Han reestructurado hábilmente nuestra cartera de inversiones para optimizar su rendimiento y nos han brindado una valiosa orientación sobre la planificación de la jubilación. Recomendamos ampliamente sus servicios a quienes buscan apoyo profesional y confiable en planificación financiera. Jesus and Esther Martinez.

This is my first time working with a Financial Advisor and Mitch has been absolutely wonderful to work with. Beside being a pleasure to talk with, Mitch has done a fantastic job with my IRA and 401K. I've told my friends and family how they are missing out by not working with FFA. I highly recommend giving them a try. It's not a scary, stuffy experience that one might expect. Help make your money work harder by working with this team!

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.

Excellent customer support and sales. Extremely patient and professional, very good at what they do. Would trust them to handle anything.

Joe Perrone is an excellent advisor and I trust his advice! I would highly recommend to anyone looking to grow their wealth.

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!!

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.