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
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
A positive experience
It has been a pleasure
Down-to-earth relatable people
HD Money works for me!
My Portfolio Has Greatly Improved
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
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
Thank you for this video. It’s nice to know you are staying on top of things!
so reassuring
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
At HD Money we have four core values that we believe are key to building the smart investor’s retirement plan.