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Appreciation Financial - Team Apex Video Testimonials

August 21, 2025

In this heartfelt testimonial, Leonora Diaz, a dedicated educator with over 15 years at Palm Beach County School District and a previous 23-year tenure at Volunteers of America, shares her transformative journey toward retirement. After meeting financial advisor Susan Creemore, Leonora received crucial guidance that helped her restructure her investments and achieve her retirement goals successfully this past May. Her story illustrates the impactful role of financial planning in securing a stable future.

Video Transcript


Who are you, what is your occupation, how many years have you been doing it, and why did you get into your career?

Hello, my name is Leonora Diaz. I work for Palm Beach County School District for 15 years, also for Volunteers of America, Delaware Valley for 23 before on the school district. And about 11 years ago I met Susan Creemore who helped me bring all of my financial savings together and guided me on how to be able to successfully retire one day, which I did May of this year. and Susan was wonderful. She helped me not only with my investments, which were sitting in most of them in the stock market and in when you're in your 50s, that's not a very good idea. So she helped me focus everything into a way that I would be able to retire as I am today. she has been a wonderful financial advisor as well as a friend. Without her, I'm sure I would be in a very different place today as a retiree. Thank you.


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