Bay Equity Home Loans - Key West (FL)

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Jinette Saez This is the WORST company EVER. I lost my job and requested a distribution back in May and still have not received it. They charged a $75 fee to process my request. On my last call I requested to speak with a supervisor because they want to charge me a $25 fee to stop and reissue the check, I was told by the representative that they didnt have anyone available so I would have to receive a call back in about 2 days. That was over 3 weeks ago and I NEVER received a call from them. Today I tried again and was told the same thing that a supervisor would call me back but when I said I didnt mind waiting the representative hung up on me. HORRIBLE service and none of them showed any empathy for the fact that I had lost my job, I was just another customer calling on the phone with an issue that they did not want to deal with or do the right thing for. DO NOT USE THIS COMPANY TO HANDLE ANYTHING FOR YOU. This company is not reliable or professional and they DO NOT CARE ABOUT PEOPLE.

Kaley Irizarry Brandon helped me set up my accounts where it is setting me up in the future! Being new to savings accounts & how to correctly set up my accounts, Brandon took me step by step thoroughly answering my questions while providing plenty of information where I walked out with alot of knowledge. I’m very excited! 5 Star service from Brandon! ⭐️⭐️⭐️⭐️⭐️ GO SEE HIM!

Melissa F Nancy Biddle is one of the most reliable, trustworthy and ethical professionals I have ever had the pleasure of doing business with. She cares about her clients and takes great care of her properties. A wealth of knowledge!

Pam DAmbrosio Excellent, friendly, clear comprehensive assistance. Wish I made contact with this firm for my previous legal needs.

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.