ATM - Jasper (FL)

Eileen Kennedy Thais has been my advisor for more than 10 years. She has done a fantastic job of managing my accounts and has helped me to have a comfortable retirement. She is also friendly and easy to work with. I highly recommend her as a financial advisor.

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

Brenda Kadet I like this bank. Helped me with several CDs, which have a higher rate than any other bank in this area.

Taylor Yancey I was looking for a Certified Financial Planner who could help me sort out my accounts and create a clear financial plan. I’m so thankful I found Kyle Kay and Sterling Wealth Management! Kyle explained everything in a way that made sense, and he designed a plan that fits my life and my goals. I truly recommend Kyle and his team for anyone who wants confidence in their retirement planning!

DJ yy I recently refinanced my loan with One Main Financial and once again received outstanding customer service. Thank you Scott!!

mayra banuelos Rebecca has great customer service and goes above and beyond to help out!! She helped me so much and with a few tips we got our insurance lowered by half, thank you!

jonathan zion The best of the best thy got me money super fast and super easy thank you mike for everything he just got me My second loan it was smooth as can be I didn’t get a approval threw my bank and he didn’t give up on me thanks again hope you like the grift I sent !!!!

Danny Johnson Zach has the customers best interest in all decisions and keeps you very informed. He has the ability to make you feel you are the most important customer he has. We highly recommend him to handle any and all investments. He really cares about the customer.