American Heritage Financial - Tallahassee (FL)

Rhonda Babcock and Palm Bay Road location: The people that work here are very nice. My ONLY complaint for this location is the ATM service. Many of us rely on the convenience of the ATM as we cant get to the bank during their regular operating hours, thats why ATM function is so vitally important for alot of us. I rely ALOT on the "deposit" function. Cant use it 80% of the time though if you get off later from your job. I had a conversation with one of the associates over the phone because it was very frustrating for me after numerous TRIPS trying to make a deposit later in the day. She stated that its because of businesses that do many night deposit "drops" which in turn, shuts down the "cash deposit function". It only allows "check" deposits at this point. One positive about their ATM function is (when its accessible), you can take out quite a bit of money in one transaction and the Lobby opens up for several hours on Saturday.

Taylor DeYoe Jenna at the Inverness branch has been so incredibly helpful, is knowledgeable and has gone out of her way. I cannot thank her enough. GIVE THIS GIRL A RAISE

V K Julia did a great job in securing the mortgage on our behalf. She made the process seamless and I would recommend anyone to reach out to Julia to help them with all things mortgage. Highly recommend.

Randy Tisdale A reverse mortgage was a perfect way for us to tap into the equity in our home to finance our retirement. Mike Peerless, our loan officer, was so professional and handled all the paperwork and nuances of getting our loan approved. I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.

Wendy Aguiar From the people who answer the phone to the closing agent and everyone in between, what a top notch company! Specifically, Melinda went above and beyond the call of duty with the patience of a saint. First, believe me when I say that I did my homework and their prices are the most reasonable to be found. Some places quoted nearly double. Next, they are thorough, attentive and honest. I have completed two transactions with them and I would recommend them to anyone in a heartbeat (even if you live out of town) because you can trust them. They are kind and informative through every step of the process. If I ever close on another property, its a no-brainer; I know that they have my back and they are professional. My situation was fairly complicated and they handled it with ease and lifted the burden. Although Ive never met them in person, they have my utmost respect because they clearly know their business and how to address details up front to avoid problems later. Wonderful people. I wish I could give them 10 stars!!!

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Keith Campbell My experience with Priority one was great everything that my wife and I did on the phone and online was very easy to navigate and understand. As well having Rob to answer my calls when I have questions was very helpful and he was very knowledgeable. My total experience was Priority one and anna’s Marine center re-powering my boat was great !!.