369 Financial - Jacksonville (FL)

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.

Maurisa Bell Everyone at Advisors was professional and committed to getting the loan approved quickly. They communicated throughout the process, updating us every step of the way. Highly recommend them.

Liza M. Feliciano, DMD Brian was heaven sent! He was an absolute pleasure to work with. Brian went above and beyond to get my loan approved and closed. As a self employed business owner, I faced special challenges for conventional mortgage loans that Brian knew how to navigate through and conquer. Brian was always friendly and very compassionate toward my individual loan needs. He had nothing but attention to detail and was always extremely responsive and thorough. I highly recommend Brian and will use him as my go to mortgage broker in the future.

Abby Gallagher Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!