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February 2024 by LINA ARISTIZABAL
Dennis is an exceptional advisor. My experience with Dennis and his team has been wonderful. He cares about me and takes time to personalize my financial life and investments. He provides me with abundant information to help me make informed decisions. I was tired of dealing with big banks and Dennis exceeded my expectations.
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October 2023 by Hadassah Rachel
Dennis is amazing! He is very knowledgeable about what I need to do next to transfer retirement accounts and move on with my life after a terrible divorce. I would highly recommend him. Dennis is kind, thoughtful, patient, and took the time to explain things to me so that I would understand what's going to happen moving forward! Thank you so much Dennis!
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September 2023 by Alfredo Aparicio
Great financial advisor! Knowledgeable, patient and always there to assist with any questions or concerns I may have. It’s a pleasure working with Dennis to secure a great future.
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September 2023 by Melissa Benner
Dennis is a great investment advisor, I have worked with him for years, he helped me rollover my 401k, easy to work with, knowledgeable and very professional.
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August 2023 by Frank Vinas
Very knowledgeable about his field
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August 2023 by April Dojnia
Dennis is the Best! He is extremely helpful and comes with over 20 years of experience. You are in good hands!
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August 2023 by Ricart- Mogollon Family
Thank you Denis for being so knowledgeable, professional and passionate on what you do.. Love working with you and your team!
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July 2023 by Maria Laura Alfonsin
Dennis is a great Financial advisor. My friend recommended him as she has been with him for years. Finances are not my forte and Dennis has been a game changer for my husband and me. He is professional, thorough and has provided amazing recommendations. Besides being attentive and knowledgeable- what I like the most about him is that he reaches out and follows up multiple times to ensure we are optimizing our portfolio on a quarterly basis. I HIGHLY recommend Dennis and his team.
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May 2023 by Chuck Wallace
Amazing change from other firms! I was frustrated by another firm that claimed to be a fiduciary... but that was all marketing hype. I was forced into their index like portfolio.Coral Wealth Management is really different. They took the time to meet with me personally and to listen to my individual needs and concerns. What a difference real customer service makes! I now have a real partner in my financial journey that recommended many simple but effective strategies to employ as I maximize my retirement situation. I highly recommend them!
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March 2023 by Josey Guzman
Dennis is a Specialty at what he does! His organization and his wealth knowledge have brought great value to me. Definitely recommended.
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November 2022 by Walt Chisholm Jr
Brought my Mom to Dennis, he did a phenomenal Job helping her organize her Investment Accounts and have them updated. I would highly recommend Dennis for anyone needing to get organized and acquiring knowledge about their personal wealth.?? Dennis
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November 2022 by Lorenzo Suarez
Dennis is a fantastic investment advisor. He helped me consolidate my investments accounts and help me improve my finances. He is easy to work with and very professional!
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November 2022 by David Rosen
We have been working with Dennis for over 10 years and we couldn’t be more happier. He helped us organized our investments, retirement plans and pensions prior and post retirement. We have a good understanding of our finances and income, he’s great!
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November 2022 by Gonzalo Acevedo
Dennis and his Wealth Management practice are extremely thoughtful and helpful in assisting clients with Investments, retirement planning.
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November 2021 by David Castrillon
It has been a true pleasure working with Dennis. He is genuinely concerned for my well-being listening closely and just really trying to understand what I want in the future. I highly recommend him.
