What our clients think about us?


Joshua D. Lenchus

President, Miami-Dade County Osteopathic Medical Society
President, Jackson Health System Medical Staff


Paul and Jason are excellent resources for financial planning. They have a wealth of knowledge and experience and are easily able to apply both to an individual’s circumstances. Further, H&F has provided the medical organization with superb support, including others in the financial field, so our members can be exposed to a host of offerings. They are responsive, professional, and respectful. We look forward to working with them for years to come.

Joshua D. Lenchus, DO, RPh, FACP, SFHM

Dr. Mayrene Hernandez, DO

Former President of BCOMA


Have great customer service. You will not be just another number. They offer individual financial planning and solutions. Their collaboration and partnership in sponsoring events for our Broward Osteopathic Medical Society was invaluable. They really came through when needed the most to secure continued events and membership support. They have a genuine purpose to make a difference in our community and they understand our profession. I personally would recommend their services.

Giancarlo Salvo

Vice President of Sales & Distribution - Medicare & Retirement at UnitedHealth Group


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