We have worked with this group for over 20 years. We have been very happy with the service and advice we have received. We highly recommend this investment firm.
Loney and Marilyn Harris

I was recently hospitalized and then traveled to Florida unable to keep my appointment with Cheryl. I called the office and was able to arrange an appointment over the phone with Cheryl. So easy and accommodating!!!

We have always received 100 percent satisfaction. Keep up the good work!

Very professional and a pleasure to deal with.

Cheryl was a great help to us and always a pleasure to do business with.

Cheryl managed my mother-in-law’s finances for years and was a great help. I will trust her managing my family’s money always!

Every time I call you’re always there to help so I want to thank you very much

I have been a client for a number of years and Cheryl Fonseca is why. She is competent. She is also someone who I call friend! Thank you Cheryl.