Blue Sand Mortgage, Inc., NMLS 1657133 - Crestview (FL)

e sandber Always helpful! Convenient location for us…

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Linda Dodson I have been with Amanda and her team for 11 years. Through some serious life events, they have helped me, not only manage my financial affairs, but have been a wonderful support system. I would highly recommend!

Jaiden Kane Xavier was extremely professional and timely! He helped us buy our first home with no struggle and really made the process as stress free as possible. His communication was fantastic and he was highly reliable.

Kelvin Blue Top notch service, extremely knowledgeable, great customer service. From the moment I walked in and throughout. I strongly recommend to anyone in need of financial services.

Michael Odom This place is actually one of the many historical places here in Crestview, FL! Used to be the public library named after Robert L.F. Sikes which he was a senator for Florida! and in 1995 I believe. Our community college in Niceville, FL needed more room and purchased it and started using it as part of the college campus which is now Northwest Florida State College.