CAMPUS USA Credit Union - Lake City (FL)

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

Anne DiNapoli Absolutely love working with Kristin! She is knowledgeable, trustworthy, and truly has my familys best interests at heart. She takes the time to understand our goals and provides clear, strategic advice. Highly recommend for anyone looking for expert financial guidance.

Dorothy Wright We always have Lou Ann, at Jackson Hewitt, do our taxes. She is friendly, fast, & professional. It’s worth every penny. We also get a loyalty discount.

Jacqui Ainger We met Ryan from bates capital at one of his special Invester meals we were invited to, I just want to say how impressed with the information Ryan provided us.we met up again at his office and Ryan was so help full and gave us great advice going forwards with him , every meeting has been so comfortable he makes you feel your part of his family. Ryan coms across as a honest and trustworthy guy and we sure will be doing business again with him.

Jorge Luis Leyva In truth, it is of no use, they lie to you with the minimum payment and then there is no solution, they are collar and tie thieves, it has been one of the worst experiences I have had in my life and believe me, I have had enough, but as you are financially, no one should be very careful when taking out a loan with these people, God grant and soon they will stop deceiving clients and know that I speak from my experience......

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio

Forbes Amanda “Mandy” I love this place! Once a month I get to go to Lake Butler and I always stop by here and get lunch before I head back to Ocala! They are so friendly and kind!

Michael Steven If you have never discussed your future with a financial professional I HIGHLY suggest you do so. I used the same financial firm for almost 10 years. I also realized that they were NOT investing in my future and my funds were being washed down the drain. 6 months ago I met with Nick Vizzi and he was 100% up front with me about EVERYTHING my previous firm was doing wrong (for their own benefit). Nick sat me down and explained what he would do if he was in my position. Looking back this was the best financial decision I made for my family in 2016!