Lakeshore Advisors - Winter Park (FL)

5 /5 Kim McLaughlin: I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

5 /5 Edna Jones Miller: Coleman DeWitt is a wonderful financial advisor. He listens intently to ensure he understands our needs and goals to develop a customized plan for our family. Hes kind, professional, and a person of integrity who is a pleasure to work with. Were grateful to have found such a great fit for our family.

5 /5 Kristin Wiesenfeld: I cannot recommend Coleman and Lakeshore Advisors enough! Choosing a financial advisor can be scary and challenging. After meeting with several advisors, Coleman stood out by his ability to listen to our immediate needs and long term goals and also his overall responsiveness. He is always there to answer any questions we have. He has proven himself in the 4 to 5 years we have worked with him- he has made wonderful recommendations to set me and my family up for financial success. Coleman has taken the time to get to know me and my family and has shown that he can deliver results.

5 /5 Jason Stubblefield: We have had the pleasure of working with Coleman for over two years, and during this time, we have been consistently impressed by his expertise and professionalism. Coleman goes above and beyond to address our questions and concerns, always ensuring we feel informed and confident in our financial decisions. We feel fortunate to have found such a dedicated financial adviser to guide us in planning for our future goals. We highly recommend his services to anyone looking to achieve their financial goals.

5 /5 Lude Regine Bonneau: Coleman took the time to get to know me personally to fully understand who I am, what my current needs are, short term and long term goals. He goes above and beyond to ensure that you understand the process and manage expectations well. I would highly recommend him for your wealth management needs.