Bankers Life - Ocala (FL)

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!

Manuel Goberna Mr. Lydon is very knowledgeable, treat you like family, looks for his Clients best interest and call you at least once a month

Christie Grefkowicz I went and got something notarized stupid me forgot the paper I was notarizing at home so they went to the trouble of me sending it to them and then printing it out. They had me in and out super fast thanks guys!

Yudi Rodriguez We had the pleasure of working with Candice Day at Simplifi Home Loans as part of our new construction purchase—she was the builder’s preferred lender, and we are so glad we chose to work with her! From the start of the build process, Candice stayed on top of everything. She gathered all the necessary information up front for our initial qualification and kept her file updated. When the builder unexpectedly expedited our closing toward the end, Candice didn’t miss a beat—she was ready and made sure everything went smoothly. Thank you, Candice, for your professionalism, responsiveness, and attention to detail! And also, thank you for the beautiful personalized board—we’ve already enjoyed a few wine and charcuterie nights with it.

Jim Murphy Andrew and his team are top notch professionals. Andrew is amazingly well-versed in retirement planning, particularly for government civilian employees. He and the team were very thorough and helped us plan not just financially for retirement but also for the inevitable transfer of our assets to our children.

Christopher Blount It was refreshing to go in and be happily served after my experience with some other local banks. Their branch was open on Saturday morning, everyone tended to every one of my needs, were extremely polite and helpful. I will be back! Thanks to Eric L and the young lady at the counter who helped me on Sat. 12.28. I forgot her name.