Capital City Investments - Alachua (FL)

Elaine Venturelli Id like to take a moment to share a wonderful experience I had today at the Boynton Beach branch. Upon entering the bank, I was warmly greeted by Siliana Senat Andre with a smile and a cheerful "How can I help you? " I needed assistance with several transactions and wasnt sure where to begin. Silinia patiently guided me through each step, clearly explaining the process and ensuring I felt confident and supported throughout. Thanks to her exceptional service, I left the bank a very happy customer. We need more people like Siliana in customer services roles - her professionalism, kindness, and dedication truly made a difference. Thank you, Siliana!

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Angela Scott IFS has been filing our taxes for 3 years now. They are amazing! Quick to respond and answer any questions we have had. So friendly and professional! Thank you for doing such an amazing job!

Alicia Mitchell Natalie thank you for the very warm welcome. It was a pleasure speaking with you. Natalie was very professional and knowledgeable. Also a big shout out to Jason who initially got me started. He was able to able to answer concerns of mine. I look forward to this journey in putting my debt behind me. Highly recommend this company.

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Nicola Abrams Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam