Top 15 Financial Advisors in Tallahassee, FL

Andrea Young My experience with OneMain Financial has been so amazing! From the first call to the office, Stephanie has been such a pleasure to work with. She was extremely patient and took time with me to ensure I made the best decision for me. She never rushed me to make a choice and took the time to thoroughly explain every step of the process to me. If you find yourself in a financial emergency, I recommend calling OneMain Financial and asking for Stephanie. You wont be disappointed!

Gina Edwards My husband and I have been working with Pete for years. We always feel welcomed and comfortable in his office. He has always made me feel like, no matter what, hes determined to help us make the best decisions for US.

John Davis Very professional office staff. I came in as a vendor to service their equipment and the girl asked me if she could bring me water or a soda. Wow.

Lauren Mullinax I really appreciate the knowledge that Tre Warren, Brett Ewing and the others at First franklin have educated me over the years about my professional investments. They are an incredible team of people and very knowledgeable. They have taken very good care of my family and made us feel confident in saving for retirement and our goals for our financial needs. Ive recommend this company to many of my friends and will continue to do so.

N P “Gods Property” Always helpful

Deepblu dude Excellent service, easily reachable, positive experience.

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

sharon poppell Great people

robert scanlon The is the most amazing group of individuals I have ever dealt with. Everyone is completely competent, organized. I trust them completely. WAY TO GO!

Norberto J. Mendez Thanks to the support of the Florida Department of Financial Services, we were able to obtain compensation from United Automobile Insurance Company for the loss of our vehicle, after both the insurance company and the policyholder who hit us at last December had refused for months to fulfill their obligation. Thanks to the excellent efforts of Ms. Eileen Torres, from FDFS team, United Automobile Insurance Company finally responded to our claim.

Judi Davison William and his team are the best

Harriet Oliff Jennifer is always so welcoming, knowledgeable and helpful. She answered all our questions so we could make informed decisions.

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

John Pearce Im grateful every day for the help Eddie and his team offered guiding me to and through my recent retirement. A special shout out to Blair and Dawson for the incredible work they did on my financial plan. Ive never felt more secure about my finances or my future! I appreciate you all.

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.