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

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Karla Soto The best firm for financial planing. Highly recommended. They are very knowledgeable and explained everything well.

Catherine Scheid Never more than 1 or 2 tellers, usually only 1 actually helping customers. So always a line to wait in. And no drive thru teller service available, which sucks if youre disabled... although there is a drive thru ATM . I would still rather have drive thru teller services available and slightly friendlier & more accommodating/helpful & knowledgeable staff at this branch.

Maurisa Bell Everyone at Advisors was professional and committed to getting the loan approved quickly. They communicated throughout the process, updating us every step of the way. Highly recommend them.

Kenneth Gershon I have been a resident for 5 1/2 years. I am kind of hoping that the new management will make the necessary improvements that were ignored by Greystar. Having Tyrone as the assistant manager should be a big plus as he is aware of the needs of the community. I would love to see the tables and chairs put back out as well as the cushions on the lounges. I would hope that the new management would confer with the residents as to ways to enhance the property. Having Tyrone as a liaison to the residents will go along way to improving the Heritage life style. He is a genuine asset to your management team and his expertise should be used.

KATHRYN HENNINGS Great service from Mazda when we bought our new car.