Bank of America (with Drive-thru ATM) - Inverness (FL)

James Deney Ryan really knows his stuff! He is extremely knowledgeable, will take time, and listen to your needs and goals then set up a plan to get you there. I would recommend him to anyone looking for a trustworthy/hardworking advisor.

Xavier Cordero Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions. Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor!

Claudia Nascimento I couldnt thank Five Rings Financial enough for the work is has been doing for more than 10 years within the Brazilian community. Not only in helping clients move from a financial disaster to prosperity but in changing the overall financial outcome of countless Brazilian families, either through financial planning or providing a new career to so many immigrants, whom, prior to Five Rings Financial, had the same old and only job perspective of so many immigrants who come to this country to build their American Dream: work in construction or house cleaning. Five Rings Financial has opened the financial industry to those same qualified immigrants to become financial consultants and thrive! As an accountant - tax specialist, and financial consultant myself, I see the benefits my clients have had and highly recommend Five Rings Financial.

Iliana Joulwan I run a small marketing agency, and when one of our major clients delayed payment, we found ourselves in a cash crunch. This Merchant Cash Advance helped us bridge the gap and avoid laying off staff. The process was very efficient from application to funding took about 48 hours. Their support team was communicative and made sure I understood the full repayment structure.

Debra Burns I am very pleased with the personalized services offered by this retirement planning group. They are knowledgeable and take the time to get to know you personally and individualize their recommendations based on your goals and wishes. Every encounter at NuVenture Financial makes you feel special and cared for. If you are retired or nearing retirement, I highly recommend Bob Horne and his NuVenture group.

Logan Elvin It’s a pyramid scheme

Dee Thistle This is a hometown BANK! I have been with this bank since the 90’s, the name may have changed throughout the years, people have retired and others still work there. I moved from my hometown but refuse to change banks, I’ll take the drive to to a bank where walking into people know your name, recognize you and service with a smile is priceless!

Just Me Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.