Investing near Lutz, FL

“We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!”

“My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.”

“I was a customer when PNC was Bank Atlantic. I have been in the mortgage industry and am more aware of how policies are followed. PNC has online banking. PNC has an exceptional quality control as well as safety control. I am not fond of the top five lending and banking services. They have all paid millions in fines for legitimate allegations made by the federal and State rulings. I research places that I intend to use for my personal needs. Because the banking industry is the foundation of the success of America's ability to be the number one country in the world, it is virtually impossible to attempt changes in these institutions. They're regulation is effectively being fined for flagrant abuses against their customers and the Federal system. To knowledge and research, only one lending institution was indicted and tried in the Federal system. That happened in 2010 when Federal indictment followed by trial brought to the attention of the public the secondary lending market. The name of this secondary lender was Taylor Bean and Whitaker. On 14 counts of white collar crime and the theft of 2.9 billion dollars this lender was found guilty. Sadly, the USA is headed for another recession. All of the large corporations have ties to the banking industry and for most the mortgage industry. I have had personal experience with these institutions. To remain the number one country in the world, banking and mortgages must stay intact. Sadly, the crimes committed are sanctioned by paying fines. We now live in the balance of extreme wrong doing which could topple the entire world.”

“First time member and was very pleased with my visit. I was helped immediately after checking in for my appointment. All my questions, comments, and concerns were answered accordingly. I was very pleased with the service and overall quality of the visit.”