HD Money Testimonials2023-08-14T20:40:20+00:00

Client Testimonials

See What Our Clients Have To Say

As a dedicated advisory firm, HD Money has garnered a great amount of support in our clients, both long and short-term. Our top-notch professionalism, trustworthiness, and supportive atmosphere make us the go-to for comprehensive and qualified financial advice in the Sarasota and St. Petersburg areas. But don’t take our word for it – keep reading to see what our clients have to say about us.

August 2023

Part of a family

By |

Firstly, I’m thrilled to be with HD Money, and here’s why: Ever since my previous investor of 30 years passed away, finding someone to trust with my finances has been a huge concern.

Now, I’m pleased to tell you we’re 100 percent invested in HD Money! Seeing your values in business, investing, as a person, and with family, my wife Marie and I knew this would be a perfect match.
As a Church organist for 43 years, one important item stood out to me. When I saw the plaque that said “JESUS,” I knew I was in the right place.

Everyone was warm and professional throughout the process. Lindsey helped with the initial information and set us up with Charles Schwab.

Gabe has been more insightful than we could have imagined as an investment advisor. Marie and I have a clear understanding of our investments and appreciate that he’s guided by the same principles we are.

It’s obvious that Mark has years and years of irreplaceable experience—something you can’t just get from a book.
We also saw Stuart at the Wine & Wisdom events, who impresses me every time I listen to him.

And of course, Sara, who remembered our names and greeted us warmly from the very start. We know that at HD Money, we’re not just a number, we’re a part of a family.

March 2023

Very happy

By |

For all of last year, our HD Money holdings were down 4.22%. Pretty good as the S&P 500 was down 20%. For last year through Jan 30 2023 we’re UP 6.29%, very happy with that. The other reasons: – No 20/30 year bonds; – ETFs and mutual funds effectively spread risk; – Local support availability and breadth of the team’s skills; – Responsive service. And we enjoy their periodic educational sessions.

A positive experience

By |

HD Money has been a positive experience for us. Genuine, caring and knowledgeable staff.

It has been a pleasure

By |

I was with another wealth management company for 20 years – it was nothing like working with Margaret and the staff-It has been a pleasure working with HD Money- they are so approachable, knowledgeable, and professional! I only wish I had moved sooner!

Down-to-earth relatable people

By |

My husband and I cannot say enough good things about the caliber of care, information, education, and great advice we received from HD Money. Awesome company with a very professional staff of down-to-earth relatable people. We have been with them for 3 yrs. and hope that it will be a very long and beneficial relationship.

HD Money works for me!

By |

After years of trying to find an investment advisor to use to manage my IRA. I found the 3 prior used worked for themselves or the company they worked for. But in May 2018 I signed up with HD Money (called Vimvest back then) and gave them 40% of my IRA and managed the 60% myself. My goal was to find an investment advisor who I am comfortable with as if I pass away before my wife, she will need a trusted advisor. After finding I did well using AAII to select stocks, they did better than I. So, in February 2021 I had them manage all of my IRA and two other portfolios. With the market going down in 2022 I found they managed my loss at a much better decrease. And bottom line, HD Money works for me! And they are doing a very good job handling my investments. They are a FAMILY run business who clearly care about the families they work for!

My Portfolio Has Greatly Improved

By |

Prior to meeting Stuart Dickson, I was unknowingly paying high hidden commissions on my investments. It was alarming. After moving my IRA to HD Money my gains outweighed the returns in the overall market. Also, I’d been sold a low return annuity, in which Stuart was able to transfer into a company with a 30% sign on bonus. He has assisting me in so many ways. My portfolio has greatly improved with Stuart’s guidance. He makes you feel and treats you like family. I trust him completely.

Pearls of Wisdom

By |

We were fortunate enough to have had a review with Mark yesterday afternoon. As always, as far as we are concerned, his words were like pearls of wisdom dropping from his lips!

February 2023

On Top Of Things

By |

Thank you for this video. It’s nice to know you are staying on top of things!

so reassuring

By |

I personally appreciate the video’s you send. They make me feel that you are on top of this and that is so reassuring. I love hearing from Stuart. Take care and stay well.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Core Values

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