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9:30AM - 5PM
4780 Dairy Rd # 102, Melbourne
Financial Advising
“All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfortable I have felt with anyone in the past. You won't be sorry if you choose them.”
“I had a porch collapsed due to heavy rains, my homeowners insurance of 34 years only want to pay me pennies on a dollar. A neighbor recommended Ask An Adjuster, I called and they sent out Adam Copenhauer. Very professional and knowledgeable. He took alot of time to assess damaged caused by heavy rains, spent 10 times the presence of the original Adjuster. Adam understood the issues at hand. I would give 10 stars! Adam stood by my side through the whole process and steps. Im very happy with the end result. I high recommend Adam at Ask An Adjuster.”
Financial Advising
Financial Advising
“Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds.Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets.Most importantly he can be trusted with your money.”