Advisor Group Florida - Windermere, Florida

Advisor Group Florida: A Comprehensive Review

Located at 9100 Conroy Windermere Rd STE 200, Windermere, FL 34786, Advisor Group Florida is a well-established financial planning firm known for its exceptional services. With a phone number of 9012384158 and a website at advisorgroupflorida.com, they have made it convenient for potential clients to reach out and learn more about their offerings.

Specialties and Services

The primary focus of Advisor Group Florida lies in financial planning, ensuring that their clients can secure their financial future with expert guidance. They offer a range of services designed to cater to individual needs, from helping clients create a comprehensive financial plan to managing investments and trusts.

Accessibility and Additional Information

• Wheelchair accessible entrance: Ensuring that clients with disabilities have easy access to their facilities.
• Wheelchair accessible parking lot: Ample parking spaces for clients with mobility issues.
• Wheelchair accessible restroom: Providing comfort and convenience for all clients.
• Appointment required: Clients are encouraged to book an appointment to ensure personalized attention.
• Appointments recommended: While walk-ins are welcome, scheduling an appointment in advance is highly recommended to avoid any inconvenience.

Client Opinions and Testimonials

This esteemed company has garnered 22 reviews on Google My Business, with an impressive average rating of 5/5. Many clients have expressed their satisfaction with the services provided by Advisor Group Florida. For instance, one client mentioned their wonderful experience during the setup of a trust, praising Curtis for his clear explanations and guidance throughout the process. Another client highlighted how the entire process was made super easy and they felt comfortable at all times. The responsiveness of the team to address additional queries was also greatly appreciated.

Recommendation

For anyone seeking a reliable and professional financial planning firm, Advisor Group Florida is an excellent choice. With a strong commitment to client satisfaction, accessibility, and a proven track record of success, they have earned a stellar reputation in the industry.

If you're looking to secure your financial future with the help of skilled professionals, we highly recommend reaching out to Advisor Group Florida by visiting their website at advisorgroupflorida.com or calling them at 9012384158. Don't miss this opportunity to take control of your financial well-being with the support of an experienced and dedicated team.

👍 Reviews of Advisor Group Florida

Melanie F.

5/5

Wonderful experience! Curtis explained all questions and terms in regard to the TRUST setup in layman's terms for easy understanding. He was guiding me step by step through this process. Overall the process for setting up my trust with him and his team has been super easy and I felt comfortable at all times. He has been very responsive to all my additional questions for further clarification. I am feeling very accomplished now to have my affairs in order with the support of a great and very kind team.

Emma S.

5/5

I attended a seminar about wills and trusts at the St. Cloud library given by Curtis Epperson. The information was what I needed at this time. I then made an appointment to meet with him at our house to have him help us define our personal needs and how their company can help us. We signed on and everything was done in about a week, very organized. Curtis is a good listener and he helped us to use the tools of AGF to complete our estate planning. We are very happy to have met Curtis and very satisfied with the company he represents.

Paul G.

5/5

My wife and I attended an estate planning seminar hosted by Curtis Epperson from Advisor Group Florida. Curtis did a great job presenting an overview of the advantages of creating a trust for your estate planning. We subsequently had Curtis come to our house and help us create our trust.. We have since met with his legal team and were able to create advance medical directives, finalize our will and put all of our assets into our newly created trust. Curtis is a knowledgeable and personable estate planner. We now have great peace of mind that we have taken very good care of our family. If you need to do some important estate planning, we recommend talking to Curtis and his team at Advisor Group Florida!

Jose G.

5/5

Curtis Epperson has provided exelent guidance in preparing my estate/posesiones to be handed over to my loved ones when the ultimate time comes; meanwhile, minimizing their burden of the process. Thanks Curtis for always being available, understanding the issues of our personal circumstances and working towards the most positive outcome.

ricky A.

5/5

I recently had pleasure of working with Curtis Epperson at Advisor Group Florida for my estate trust planning, and I couldn't be more satisfied with the experience. From our very first consultation, it was clear that he possessed a deep understanding of estate planning and a genuine commitment to helping clients, thank you and we look forward to the journey
God Bless!
Ricky and Paula Reeves

Surrel R.

5/5

I highly recommend Curtis and his team to advise and help you set up a Trust. Dealing with Curtis and his team was a seamless process. They’re professionals and will take the time to answer all your questions. They made an otherwise overwhelming process simple and straightforward. Very pleased with the results.

ralph O.

5/5

I would like to thank Mr Curtis Peterson, AGF Estate Planning Advisor, and the entire staff for Helping myself and my wife with some of the most important decisions that we needed to make. This is a subject that most people don't want to address or plan for, but Curtis does a wonderful job of presenting, addressing, and helping you to deal with the issue of estate planning. Once on board, everything seems to run on autopilot. You don't have to worry about what to do, remember or fill out. The outstanding, kind and very patient members of the legal team will literally walk you through personally with every phase of the documentation necessary to fill out your Will and set up your Trust. Believe me, they leave no stone unturned. But most of all I want to thank Curtis for his very personal touch and humble manner that was given to us throughout the process. I highly recommend using Curtis and AGF if you're in need of such services to anyone and everyone who is searching for a reliable, honest, and considerate organization to do so.
Rafael Orozco - Retired NYPD Detective

Ray R.

5/5

Curtis Epperson just notified my wife and me that we now have a Trust in place. We signed with Curtis a couple of weeks ago to create a Trust for us. I was anticipating a long drawn-out process but that was not the case. Curtis was with us every step of the way. He was always just a phone call away if we had any questions. I was impressed with his knowledge and attention to detail. We are so glad we chose Curtis to create our trust. He made it easy.