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“WFSTA have been everything we could have hoped for, and more, as a source of financial advice for our family. They are dedicated to listening to the client's dreams, and hesitations, and then providing a gamut of options - with carefully tailored recommendations - but with absolutely none of the 'pressure tactics' we experienced with other businesses. All the members of the team appear to be committed to providing the best service possible, and always with a friendly face. I cannot recommend them highly enough.”
“Very helpful, honest, trusted,
experienced, and understanding. What else can a person ask for.
Was recommended by a family member.
Thanks family member!”
“I have been a client of APC Financial Group for several years, and their exceptional service has been instrumental in achieving my financial goals. Their team, led by Tony Canonaco, offers a comprehensive approach to financial planning, seamlessly integrating tax consulting, wealth management, and investment services.
What sets APC Financial Group apart is their personalized attention and commitment to understanding each client's unique needs. They take the time to explain complex financial concepts in a clear and understandable manner, ensuring I feel confident in my decisions. Their dedication to building long-lasting relationships is evident, and I truly appreciate their unwavering support.
Thanks to their guidance, I've successfully navigated significant financial milestones, including retirement planning and investment strategies. I wholeheartedly recommend APC Financial Group to anyone seeking a knowledgeable, dedicated, and trustworthy financial advisor.”
“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”
““I can’t recommend Carlene Abraham enough! Her expertise, professionalism, and genuine care for her clients truly set her apart from previous advisors that I have worked with.
From our very first meeting, Carlene took the time to understand my financial goals, challenges, and priorities. She provided clear, personalized advice and created a comprehensive plan that aligned perfectly with my needs.
What I appreciated most was how approachable and patient Carlene was. She explained complex financial concepts in a way that was easy to understand, ensuring I felt confident in every decision we made. Her proactive approach and attention to detail have given me peace of mind, knowing my financial future is in excellent hands.
Thanks to Carlene, I’ve seen significant progress toward my goals. I truly value her guidance and couldn’t imagine navigating my finances without her. Highly recommended!””
“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”
“I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.”
“Debra has been handling my taxes for years. Excellent CPA. She has incredible knowledge and a tremendous amount of experience.
Highly recommend her services!”
“My Wife and I couldn’t be happier with the Professional Team of people at Cukierski &Associates. Our meeting with Steven Yatesis always very professional and informative.We highly recommend them for your accounting and tax needs.All the best,Rick & Chris Rochetti”
“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”
“Great staff, they served me quickly and kindly, I'm happy to start this new business. And yes, I'm taking control of my future, working with responsibility and hope, not just chasing wealth, knowing that it's not the ultimate goal. Instead, it's the fuel to accomplish positive things for myself, my family, my church, and society.”
“Thank you so much to Laura M. for helping my wife and I set up some new accounts and consolidate accounts across several brokerages. She made a complex process seamless and we appreciate her assistance!”
“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”
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“Robert is a unique CPA and accountant. He is only one of a few CPA's who meet their clients at their place of business. He is not just a tax preparer, he is invested in his clients' success that's why he meets with them regularly throughout the year.”