CAPITAL INVESTMENTS AND COLLATERALIZED LENDING, LLC - St. Augustine (FL)

Kelsey McDowall Jada was amazing and truly a blessing I hope she knows she makes a real difference in people’s lives daily

isabelle mertin Ogden Wealth has been a life-saver for me. Michelle Ogden always makes sure that I know exactly what is happening with my money and answers any questions that I may have, no problem. Everything is easily accessible with the platform that they use. All the employees are so lovely and they have all taken really great care of me and my money goals since I’ve been a client of theirs. I would recommend them to anyone who is looking for a trustworthy financial company.

Zild Tribol Could not be more pleased with the performance of my advisor Andrew Wilson. Under his guidance I have made $17K more in the past year than I would have made on my own. In addition to being a quality advisor, it must be stated that Andrews willingness to answer the phone and alter meeting times to accommodate me has been second to none. He has never once complained and has always reached out to me to remind me of our meetings. There is no doubt in my mind I will continue to use Andrews services for the foreseeable future and I cannot recommend him enough.

Leah Holmes Mr. Junior D Corria is not only knowledgeable but also eager to get the policies that best fits your needs . He also treats you like family and not just a number . Honestly we’ve never had a better agent .

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Raul Veitia The Team @ Canizales-Walters Financial Group handle my SEP IRA as well as life insurance policy. As a self-employed individual, it is extremely important to me to feel safe and comfortable with my long term financial goals. Thank you for keeping my money safe!