BCJ Wealth Management - Tallahassee (FL)

Marc Dortch Another great tax year using Financial GPS LLC. Highly recommend!!

Jannet Porter Theses days you drive through atm for most everything,but for some transactions I go inside..The tellers are nice an helpful. Ive been a customer for twenty years an I am satisfied with all services. Ive experienced no problems with my account. All goes smoothly.

Michael Grimes All my investments are handled by Craig Faassen here and even in the worst of times he still made me money. Cant argue with success!

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Arlene Mensinga We have experienced the best retirement advisors around. We have had other financial companies, but none have shown us the honesty, kindness, and care that this group provides. Highly recommended! We feel comfortable and secure with our investments and long term care. Thanks you, Pinnacle!

Emmy I I had a great experience with Northwestern Mutual Naples and the Managing Director, Jonathan Ramirez! Highly recommend!

S. McLendon Ruth and Vicky are always so nice, polite and very helpful. I would definitely recommend this Advance America to anyone. Great, Great Customer Service!

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Jacob Padgett Dave provided outstanding support, going above and beyond to help us while being very patient and informative about the required processes; I highly recommend him for home buying.