Banks Carroll Group Wealth Management Advisors - Gainesville (FL)

CALEB WHITFIELD Jud and his staff are some of the friendliest people Ive had the pleasure of doing business with. I highly recommend his team to anyone looking to secure an intelligently planned out financial future.

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Darius Singletary John Hess has been excellent to work with! He is not just your financial advisor but he is considered like family. Helps you understand not only what you are investing in but literally backs it up with evidence if the individual stays consistent. His assistant Daniela is also a joy to work with! Sweet and very energetic soul but very good at her job.

Bella Casa Inversiones Good service. Friendly and professional.

David Carter Chris Brooker is the best! I’ve really enjoyed working with him. I was always skeptical of getting a financial advisor, but having Chris on my side has paid off. I get to focus on making money at my business and let Chris do the rest. His knowledge of the market and trends is unbelievable. I recommend him to all my friends and family and I’ve heard great things from them too

david mandernack Scott Olsen has been my personal financial advisor for a number of years now. He proved his worth in this 1st quarter of 2020, helping me to steer around the downs and ups of a very dynamic stock market. He listens closely, advises often, and in between takes the time to teach why, how, what, and most important - when to invest. Highly recommend his services!

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

Christine Ballewske Had emergency surgery there with Dr.Fiorucci, he was wonderful as well as all, but 2 staff members, an older nurse in the ER, she was down right mean and I was in EXTREME PAIN! She kept telling me to knock off my moaning, said that she would tell the doctor not to come into evaluate me if I kept crying, I didn’t… I had a perforated ulcer, and could have died!! I had one baaaadddd cleaning crew, but every nurse, doctor and physician assistants were wonderful!