Amerity Financial - Lakeland (FL)

4 /5 Judy Winslow Hoffman: I found Mr. Burris Warner at Amerity Financial to be very helpful with financial planning. He explained the process as he presented relevant information and he made sure I had a full understanding of the information. In addition, if I forget something or feel confused about what I need to do or something that had been discussed, he is just a phone call away. Mr. Warner is very knowledgeable in financial matters and about helping you find out what works best for you. I only gave them 4 stars because he doesnt do windows, albeit he provides appointments in my home at my convenience. :)

1 /5 Andy B: Beware, no assistance on the end of the policy. They will gladly take the commission on the sale at the front end, but heirs and family will be left to deal with the filing of all forms in the case of a life changing event. There are other full service options available in the area.

5 /5 Robert Ryals: Amerity Financial agent John Hunt has been an excellent and resourceful agent who is a strong advocate for his clients. He has also been extremely patient and understanding during a very stressful family situation regarding the financial care and well-being for my mother. His kind and professional manner are a strong credit to him, and, to Amerity Financial. I highly recommend working with him.

5 /5 kenny baker: Wow! The one place who will gladly provide you with a “Common Sense Stategies” with products that most brokers simply will not provide or make available, due to these strategies can be had without brokerage fees!