HD Money, Inc - Sarasota, Florida

David S.

We met Stuart at a seminar in 2019 and was very impressed with him and the company in general. As we had an advisor up north we just wanted to know what was available for us to work with. A year later our advisor was failing us, so we looked at a few places as we had been to few seminars and HD Money stood out the most and I had remembered Stuart and some conversations with him. We decided to switch to HD Money and it was the best move we could have made. Went through our finances and made some recommendations. Never felt pressured and everything was explained so we can understand what was happening. As of today we are quite happy with our decision. Would highly recommend them if you are interested in there services and I feel you will have the same impression I did.

lorraine O.

Totally turned off w dinner seminar. If you don't answer their nosy questionnaire; you can't attend.
My question is; who has access to pertinent financial info younwillingly give them?

Uncomfortable

Linda H.

I first met Stuart and staff at a dinner seminar and found his investment retirement meeting more factual and understood his overview better than other seminars I attended.

Met with Stu in the St Pete office and at the 3rd meeting I decided to join with HDMoney.

Working with the St Pete office staff, I am very happy with my decision.

jill R.

I had my money invested with a company in Pennsylvania. I was happy with that company until Stuart Dickson showed me how HD Money could make me more money on my investments. I transferred my account to HD money and I am so happy! Stuart meets with me every 6 months and reviews my accounts. I have attended several of the company's Wine and Wisdom dinners and gained a lot of information! I would highly recommend HD Money!

Larry T.

We sat through a handful of presentations with other financial planning companies to decide where to put our money. We chose HD Money because this group was different from the rest. Family run, honest, no pressure. After 10 years with them we've enjoyed their dinners while getting educated on financial topics, had informative personal meetings about what to do with our money, and watched our investments grow.

Sara W.

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.

Robert F.

Dinners are poorly organized and we were treated somewhat rudely. On a telephone conversation, Someone named Sara hung up on us. Yikes!!

Russ R.

We have invested in a few financial services but we were extremely fortunate to go to one of HD Money's information dinners and were very impressed with Stuart and his associates
We decided to move our money with them and have been more than pleased. Stuart keeps us informed and meets with us to keep us updated. We highly recommend HD Money.