Provise Management Group Inc

Mike Lazanis 

on Google

a month ago

Highly recommend ProVise Management Group! Several years ago, my family entrusted ProVise to help us prepare for retirement, and it has been an incredible experience. Each time we meet to assess our progress, we are continually impressed by the team Jon has put together. While our financial results are exceeding expectations, the people making it happen are doing the exact same. We deeply appreciate having the ProVise team as our trusted advisors. 

Stacey Harrison 

on Google

5 months ago

The PROVISE team has helped our family with financial planning and investment advising for the last several years. Sandy and Susan have been very easy to work with and they've helped to grow our portfolio and retirement savings so that we feel more confident about our Golden Years. We highly recommend the PROVISE team! 

K * 

on Google

3 months ago

Very caring, responsive, reliable, efficient, patient, successful managers for my estate investments. I could not be more pleased with their wise counsel. Provise has been true to their role as fiduciaries. 

Helen Dalzell 

on Google

8 months ago

Sandy has been a helpful and patient advisor for many years. I trust and appreciate her. 

Bill Muller 

on Google

6 years ago

We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.