Bankers Life - Ocala (FL)

Lee Jacobson This company is awful they automatically deny your claim and have you fight them in court. Numerous reviews claim they bully their clients and I totally agree. They have never been a fare operating company.

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!!

Carolyn Loftus I have known Ryan for almost a year in a business relationship. He is extremely knowledgeable in the financial world. He has answers and great advise in any questions you have regarding where and what to invest your future in. His integrity is outstanding!

Selena McCoy Very helpful and knowledgeable. Willing to go out of her way to get the job done. Does a great job not because we are here clients but she has a big heart. So blessed to have have the best team. Mrs. Christy Mathis and Mrs. Catriese Johnson

Cory Royer I recently had my taxes prepared by Prostatis Financial, and I’m extremely pleased with the service. They made a usually stressful process smooth and transparent by clearly explaining every detail. Their attention to detail and accuracy not only ensured that my return was correct but also uncovered opportunities to optimize my tax situation. The whole process was efficient and professional, and their friendly, approachable manner made it a positive experience. I highly recommend their services for anyone looking for reliable and thorough tax preparation. Mike, Ryan and their team are truly 1st class.