Broad Site Services and Management - Live Oak (FL)

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Matt Balboni Working with Scott at Land Home Financial Services was amazing. He was there to help us through the entire process. Extremely easy to talk to and very good at making sure my wife and I understood everything. He was always available to answer any questions we had and trust me we had a lot! He was just a pleasure to deal with.

Joy Thomas I went into vystar not expecting to come out completely feeling different. Teller Mary Norwood helped me and how helpful and professional she was was excellent but for me she made me feel very comfortable to talk and interact with. Go see her and tell her Joy sent you.

Sara Jackson Erica is so very helpful and knowledgeable. We had an issue with our personal auto insurance company, and she was able to solve it very quickly. Erica always goes above and beyond to get what we need for any of our policies whether its the commercial or private.

Jennifer Meritil This experience has been amazing, we were in need of the funding since we are waiting in a two year long lawsuit. It has hurt us financially and although we know it will be worth the wait. There are some things we can’t wait any longer to handle. So I contacted Louis at Delta funding and he was amazing with a capital A!!! He made sure I got what I needed and helped along the way. He was quick and very professional. Everything he said would happen with the fist call happened right away. I would recommend him to anyone. I kinda wish we knew him personally because I believe he is an amazing guy. THANK YOU SO MUCH LOUIS AND DELTA FUNDING FOR HOUR HELP HOH SAVED US.... Jennifer