Belton Financial Group of Raymond James - Tavares (FL)

Jacqueline Riley Hi I would recommend Southeast America Financial services they are very professional if no one cannot help you they can. They have worked with me for 6 months with 2 different lenders they do not stop until every thing comes through Thank you Mr Davi.

Abby Gallagher Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

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!

History Detective Rob was the consummate professional taking his valuable time to go over my mothers estate with great care & concern. His knowledge and expertise in the financial matters are that of a Maestro. Dont hesitate for one moment calling someone else, when we are blessed as a city and community here in St. Augustine with the best.

Realjackass Normally Im Beyond Greatful for the Assistance They Help with For disabled persons. Or bills But little over TWO years ago I literally begged for a wheel chair ramp for my disabled mother. See Im disabled as well. We can only do So much she has been Trapped hostage so to speak in our home. But as I pretty much been told Good Luck