Cala Financial Group LLC - Ocala (FL)

Nate Jackson It is extremely difficult when your account is compromised by an unknown individual(s) and was successful in getting into my checking account and making purchasing for merchandise. This obviously was extremely difficult for my wife and I. It required the cancellation of all my checking accounts including the contact with all of my merchants. I offer all of the credit to my wife along with a special individual from the credit union. Her name is Ashley Smith from We Florida Financial Credit Union. Ashley was successful In assisting in the cancellation along with aiding in the contact of our merchants. She is definitely a special individual and aided in the cancellation of all of our accounts. She is clearly a special person and helped us in definitely clearing this terrible mess that we were in. Thank you Ashley and please continue being that truly special individual that you are. Sincerely, Nate & Pam Jackson

Nicoli Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.

Joe Mastro I have been conducting business with Mr Gunter for over 25 years Every single time without exception it has been outstanding

Denise Lewis Thank you Mrs Dorthy. She was fast and helpful. Definitely will be visiting this location again.

David Deck Lots of nice fun seniors meet for lunch Monday, Wednesday and Friday. The workers are friendly helpful and ready to help.

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Eugenio Villarreal Stoopen I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.