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October 2023 by Jeanne C.
We have been seeing George for over ten years for retirement and financial planning advice and guidance. We trust him and appreciate his availability and knowledge. George is easy to talk to and he listens when we have questions about investments or special needs we may have due to family additions. We are glad George is on our 'team' and we highly recommend him.
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August 2023 by M R.
Avoid!My parents have a complicated estate plan. Due to George Stefanou's either incompetence or indifference, their estate will likely lose $50,000. Edward Jones had been unwilling to offer any assistance on this matter.
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March 2023 by Jay Manahan
I'm so happy to strongly endorse George Stefanou as an investment advisor. I was with an investment firm who just wanted to throw me into "the thing" that was their favorite "one size fits all" formula. Well, their plan didn't fit ME. George carefully listened and drafted a strategy that includes my age, retirement goals and diversification to lower my risk. Plus, he's just plain smart and that's not always easy to find. He also has a great staff.
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March 2023 by Mary F.
It was time to get some help with my investments and I feel great that I chose George Stefanou to help me. He reviewed my current situation, carefully listened to what I needed and proposed a plan that gives me both peace & confidence. Highly recommend!
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November 2019 by Joseph Neduchal
George is very good at keeping in touch with me and returning my calls. I am rather active in monitoring my accounts and specific investments and appreciate his suggestions/input. He also is knowledgeable about various investment alternatives.
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November 2019 by Eli Remington
I've really appreciated George's approach and have enjoyed working with him the last 4 months. He explains all of my options and works with me based on my risk tolerance to make a decision on what to do next. Easy to work with and no pressure.
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November 2017 by Thomas Bermudez
Best financial adviser in Florida! George is never in it for personal gain, he will always look for YOUR best interest. I highly recommend this individual
