Bankers Life - Fleming Island (FL)

dave falcone Very laid back atmosphere, no hard sell.

Luiz Hernandez I Have been insured with them and they are really great at what they do. Sarah and Maria are both very knowledgeable in anything I ask regarding my policy. They are so amazing at giving the best customer service 10/10!! Will continue to recommend you guys to everyone!! Thank you guys for what you do.

Heather Hollan I thought the customer service was outstanding. The staff was very friendly and the branch manager is excellent.

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Alicia Norman Excellent kind, personal service. Very trustworthy and knowledgeable.

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Michael White Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.

Ron Johnson Kayla crum was very helpful and very insightful. I would recommend another customer because of her services. Perry, FL Vystar branch is the location.

Lauren Buchman Derek and his team are awesome! We had questions several times when looking into his services and he looked at what was best to fit our needs and explained everything so well. He is very knowledgeable in what he does. He has a great support team! Thank you Matt for confirming meetings and making sure we had the zoom links. We definitely recommend Derek!

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!