Reviews for Investment Services in Orlando, FL

Merchant Karma

2.0

By marklamb

Great Company, lowered my cost . AAA+++ ...read more

Edward Jones - Financial Advisor: James M Faust

5.0

By Douglas K. at Judy'sBook

I have to say that when I first went on the hunt for a financial planner I was a bit skeptical on what to expect. It was refreshing though to find George. He was upfront and honest about my portfolio and took the time to gauge my level of r... ...read more

Sunrise Wealth Advisors

5.0

By Anonymous

Nicholas Russell has done a great job for us with his strategies and advice for our investments. Our portfolio has faired very well considering the state of our economic times. Thanks Nick! -Lisa and ...read more

Sunrise Wealth Advisors

5.0

By Anonymous

Finally Independent Advice without feeling like I'm trying to be sold! Met with David Strunc, the founding partner of Sunrise Wealth Advisors and at the first meeting was told to put my checkbook away and not move over any accounts without first thinking about it to make sure I was comfortable with him and get back to him. I really appreciate the non-sales feel of simply having a conversation about what my goals and concerns were without feeling like I was being sold some company’s product. I like the fact that they are completely independent so we went over several companies products and the pros and cons and differences of each. I felt like I was talking to an old friend and not meeting with a financial advisor for the first time. I would strongly recommend David and Sunrise Wealth Advisors to anyone. A class above the rest. ...read more

Sunrise Wealth Advisors

5.0

By Anonymous

Nick Russell has been my financial advisor since 2007 and is hands down the best financial advisor that I have ever worked with. Unlike some other people that I have worked with in the past, Nick has the ability to really simplify the financial planning process and put everything into layman's terms. He is a strategic planner and is always thinking ahead, and he always makes sure to put the needs of his clients first. I have and will continue to recommend Nicholas Russell and his services to anyone in need of an experienced and knowledgeable financial advisor.” ...read more

Sunrise Wealth Advisors

5.0

By Anonymous

In the short time that I have had Dave Strunc handling my investment accounts, I have found him to be an honest and straight forward financial advisor. His recommendations have been fully explained to me and he has insured that I completely understood why he made them and what the positive and/or negative results could be by following these recommendations. As a result, although my investments did take a pretty hard tumble do to the falling economy (as did everyones) they are now recovering nicely and I have regained about 1/3 of the loss. I doubt that this rebound would have occurred without the implimentation of Dave's recommendations and I have the fullest confidence in him. I personally plan on a continued relationship with Dave as my financial advisor for many, many years to come. I highly recommend Dave and anytime financial concerns come up in conversations with friends or relatives I strongly suggest that they contact Dave, as I know he can direct them onto the right path. Than ...read more

Sunrise Wealth Advisors

5.0

By Anonymous

Nick has created a partnership with us not just a work relationship. From the first meeting to today a friendship has formed that goes beyond client-advisor. It's easy to see that Nick cares about us and he takes the time to make sure he understands our goals. Then he works very hard to help us attain them. Even though the market has been unstable this past year Nick has communicated a sense of calm. He has encouraged us to "stay the course". Most of all he has a great way to communicate financial advice that we can understand. Many advisors want you to think it is because only they can understand the complexities of the market and it should be left to them to decide what is best. Nick takes all the time you need to fully understand the topic and then allows us to make the decision. I would recommend Nick to help you reach your goals too. ...read more

Sunrise Wealth Advisors

5.0

By David Strunc

Met with David, the founding partner of Sunrise Wealth Advisors and at the first meeting was told to put my checkbook away and not move over any accounts without first thinking about it to make sure I was comfortable with him and get back to him. I really appreciate the non-sales feel or simply having a conversation about what my goals and concerns were without feeling like I was being sold some company's product. I like the fact that they are completely independent so we went over several companies products and the pros and cons and differences of each. I felt like I was talking to an old friend and not meeting with a financial advisor for the first time. I would strongly recommend David and Sunrise Wealth Advisors to anyone. A class above the rest. ...read more

Accounting Alliance for Small Business, P.A.

5.0

By Red Bird Toys

This company offers excellent service for small to mid-size businesses. Amazing attention to detail and Outstanding Service! ...read more

Accounting Alliance for Small Business, P.A.

5.0

By Credit Assistance Network

Great Company - Fantastic Service - Highly Recommended! I wrote a review because I like them. About me: I am a credit analyst and founder of Credit Assistance Network. Please take a minute to check out my free financial advice websites if you need some advice or assistance with a financial or credit related matter: Credit Improvement: http://www.CreditAgenda.com Credit Help Advice: http://www.expert-credit-advice.com Debt Help Advice: http://www.expert-debt-advice.comForum: Loan Help Advice: http://www.expert-loan-advice.com Consumer: http://www.expert-consumer-advice.com Financial Advice Forum: http://www.Financial-Advice-Forum.com Affiliate Program: http://www.MyCreditProgram.com My BBB Report: http://www.bbbsoutheastflorida.org/BBBWeb/Forms/Business/CompanyReportPage_Expository.aspx?CompanyID=26002487 Make sure you take the time to check out Ken and Accounting Alliance for Small Business, P.A. they are great!!!! ...read more

Accounting Alliance for Small Business, P.A.

5.0

By TAMPA BAY BUSINESS DIRECTORY.COM, D.B.A.

The Orlando Staff of Tampa Bay Business Directory.COM, would like to welcome your company to our Merchant Circle "family." It is an honor to have you. We have placed a link to your web site in our directory, Orlando/Central (Business Services) If there is anything we can do for you in the future, Please feel free to drop us a line. Best of Wishes! ...read more

Edward Jones - Financial Advisor: John Pock

5.0

By dave terwelp

i have dealt with mr crockett bohannen and his associate leslie for quite a long time now.....they both do top notch work. they have always provided me with quick and accurate information regarding the diversification of my portfolio. i have referred 3 of my retired friends to this office. all three have opened accounts and they also are very satisfied with their excellent service. they are pleasant and take the time to explain all aspects of your account before any transaction is made or money is exchanged. it is a relief to deal with people like this they provide great advice and great peace of mind. ...read more

PNC Bank

5.0

By Advanced Look Home Inspection

Living in Orlando and the Central Florida Area is a wonderful thing. Great weather, location, people & so much to do. When buying or selling a home in this area call Advanced Look Property Inspections, LLC at 407-310-2828. Our Home Inspection services include: Listing, Pre-Purchasing, Pre-Sale, Pre-Warranty Expiration & Maintenance inspections. These include a detailed report with pictures regarding the property which can be in hard copy, e-mailed, or downloaded from our website: www.AdvancedLookInspections.com Visit us on Google maps at http://maps.google.com/maps?hl=en&ie=UTF8&q=home+inspection&near=Orlando,+FL&fb=1&view=text&cd=48&latlng=28580228,-81394641,13239596466101118934&ei=XOt4SIaKJ5aArQKi2s3iCw&sig2=s2dV_ZRMDF5Qx2tSC-D2hQ# Call us today! 407-310-2828 or email Jay@AdvancedLookInspections.com ...read more

PNC Bank

Living in Orlando and the Central Florida Area is a wonderful thing. Great weather, location, people & so much to do. When buying or selling a home in this area call Advanced Look Property Inspections, LLC at 407-310-2828. Our Home Inspection services include: Listing, Pre-Purchasing, Pre-Sale, Pre-Warranty Expiration & Maintenance inspections. These include a detailed report with pictures regarding the property which can be in hard copy, e-mailed, or downloaded from our website: www.AdvancedLookInspections.com We take great pride in our work & company and strive to be Number 1 in customer satisfaction by providing the services you want at a schedule that's convenient for YOU. Call us today! 407-310-2828 or email Jay@AdvancedLookInspections.com ...read more

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Stock Market Down Again....

Clickhereto view Nicholas Russell's financial special report. If you haven't subscribed yet, be sure to do so and you won't ever miss the special report.The Debt Ceiling Effects of the Debt Crisis    After continued negotiations within Congress, the government has decided to raise the debt ceiling and we all now have peace of mind. Or do we? This current agreement will act as a Band-Aid on our current debt issues until 2013. What effect will this have on the market, the overall economy and most importantly, your individual situation? I am more than happy to answer any questions you may have specific to your needs.Email me nowwith your questions and I can contact you as soon as possible to provide you with your options as well as solutions for your needs.   Clickhereto read Dr. Bob's weekly market commentary. Dr. Bob Froehlich is the Executive Vice President and Chief Investment Strategist Wealth Management with The Hartford   Market Down Again Confidence in the market is shaky again with the uneasy feelings about the government's direction with our country's debt crisis as well as unemployment, housing and other economic issues.   How is this affecting your investments and future retirement goals? I am here to answer any questions you have and help guide you through these difficult times in the market to make sure you are staying on track with your goals. At times like these, the average person tends to make emotional decisions as opposed to logical ones. My job as a financial advisor is to assist my clients in making the most logical decisions when it comes to their money and investments.    Contact Nichole Russell, Orlando Financial Advisor, today to get your answers today!     About Us   Sunrise Wealth Advisors provides unbiased solutions for today and in the future through a personalized and comprehensive planning approach with your advisor. Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.    Clickhereto view Mr. Russell's experience and biography.   Nicholas J. Russell, CRPC Phone: (407) 237-0117 NRussell@SunriseWealthAdvisors   ...read more

By Sunrise Wealth Advisors August 09, 2011

What tax advantages do annuities offer?

Money in annuities grow tax-deferred, which means you will not have to file any 1099-INTfor interest earned or 1099-D for dividends earned or any capital appreciation or gains, but you will be paying ordinary income taxes on any gains when taken out.  Keep in mind that in qualified, or retirement accounts, you do not get any additional tax advantages with annuities as they already grow tax-deferred.  Make sure to speak with your advisor if you have large equity portfolios in individual stocks as the taxes on the gains are taxed at the current 15% LT capital gains rate where annuities can be taxed at the current ordinary income tax rate. David I. Strunc, CRPC® Founding Partner, Chartered Retirement Planning Counselor, Investment Advisor Representative Phone:407-237-0116Fax:407-237-0118Mobile Phone:Cell407-376-9629E-mail:dstrunc@sunrisewealthadvisors.com ...read more

By Sunrise Wealth Advisors August 01, 2011

Is investing in gold or silver a wise choice, or just a fad?

Investing in gold, silver, or any other commodity is generally not a fad but a hedge against inflation.  The thing to keep your eyes on when investing in these “safe plays” is speculation.  When the markets get spooked, people start to look for safe plays and get out of equities and with the fear of rising interest rates, bonds are equally scary.  Gold and silver as well as other precious metals are a little different from other commodities such as pork bellies, corn, etc.. in that it is being invested as an alternate currency. David I. Strunc, CRPC® Founding Partner, Chartered Retirement Planning Counselor, Investment Advisor RepresentativePhone:407-237-0116Fax:407-237-0118Mobile Phone:Cell407-376-9629E-mail:dstrunc@sunrisewealthadvisors.com ...read more

By Sunrise Wealth Advisors July 28, 2011

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