9:30AM - 8PM
2335 S Ridgewood Ave e, Daytona Beach
Financial Advising
“I met Mr Will through my daughter in law,
Mr Will took care of me really nice and he is a very nice person even though I met him in the phone he is very respectful. And when Mr Will did my income tax return on the phone I thought I was not going to get a return but he did sure that I got something. Thank you Mr Will
God bless your company.”
“Greg Kopp at the Ormond Beach office is great to work with. Has been our financial consultant for over 15 years, always responsive with sound suggestions. Even during the temporary closure of their office, Greg is easy to reach by email or phone. Highly recommend both Greg and Schwab’s brokerage and bank.”
“I’m writing to share my experience as a client of Fraser Allport’s Retirement Solutions. I contacted Fraser in 2023, one year prior to my retirement. I found Fraser to be highly knowledgeable, detail oriented and attentive. He understood my retirement goals and designed a strategy which has provided me with financial peace of mind. I hold him in the highest regards and have recommended him to my peers.”