Baker County Council On Aging - Macclenny (FL)

Mary Krause I have been a client with Chell for decades. I have been extremely pleased with Nelson ever since he joined the firm. He is always accommodating and always has helpful suggestions. I find he is constantly on the ball with trending changes and always on the lookout for what is best for my financial situation. This is a customer-oriented business and they are quick to respond and act in the best interests of their clients. Nelson keeps on top of things and imparts valuable input regularly. I highly recommend this company for everyone’s financial wellbeing.

g t had payday loans didnt really need them but i did it any way got up to 5000 in loans said what the heck im doing called them they called the payday loan company killed the intrest went from every check to once a month and only 10 payments they banned me from using payday loans for 3 years but who cares do need them.if payday loans or any debt is kicking your behind uses them to get back under control with out having to get a bank ruptcy lawyer which is the nuclear option. i would call this a missle attack.

David Wiegman We have been using Angela at Sage wealth for approximately 4 years.We have been pleased with her financial guidance and the results. Angela is an excellent choice for your financial planning and is a pleasure to work with. David Wiegman

Thomas McBee Christine was incredible. She was able to help me set up a business checking account when I didn’t have a single clue. She was extremely patient and very knowledgeable. I feel like I’m in good hands. I’m very pleased.

Julie Rogers-Martin Jag helped us set up our business plan for managing our multiple properties.When we met with our accountant that year he said, “Whoever guided you through this knows what they are doing. Tell them: Well Done!!!” We highly recommend JAG Financial Services!

Audrey Switalski My mom has been working with Tory for some time now. I’ve seen firsthand how much peace of mind he’s brought to her financial life. He’s been incredibly patient, clear and attentive-taking time to make sure she fully understands her options and feels confident in her decisions. I truly appreciate the support he’s provided and would highly recommend to anyone looking for a compassionate & knowledge advisor, especially for aging parents who need trusted guidance.

Jay Bertram Walton County TFCU has consistently demonstrated a deep commitment to its members financial well-being. Their team of dedicated professionals has not only provided expert financial advice but has also tailored their services to meet my specific needs and goals. Whether its savings, investments, or loans, they have always been there with valuable insights and solutions.

dave falcone Very laid back atmosphere, no hard sell.