Barrington Wealth Management - Fernandina Beach (FL)

José Miguel Hernández Super Nice people and very helpful. Thank God for putting me on the path to insurance

Irene Bowersock Been trying since September to get an account de-linked from them.

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.

William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!