CardRates.com - Gainesville (FL)

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Cassie Hoy Mr. Corey Sullivan helped me close an old checking account and open a new one- 10/10 will continue to utilize Truist and this particular branch for all my banking needs! He was kind and called me a couple times when pending autodrafts made it more complicated to finally close the old account. Grateful for his help figuring all that out!

Erin Greene Shivanna has been my savior at Farm Bureau! She is so easy to work with and makes things super simple and helps me better understand what I’m dealing with. She is always so patient and always has such a wonderful attitude and a smile on her face! So glad she is a part of Farm Bureau!

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

Cheryl Kennedy Title: Exceptional Financial Advisor Rating: ⭐⭐⭐⭐⭐ (5/5) I cannot express how fortunate I am to have Renae Aiple as my financial advisor. Renae is a true asset to anyone seeking financial guidance, and I wholeheartedly recommend her services. She never makes me feel like my questions are insignificant, and she certainly doesnt talk over my head with financial jargon. Instead, Renae takes the time to patiently explain concepts until I fully grasp them. She is proactive in keeping me updated on my investments and financial progress, ensuring that Im well-informed every step of the way.

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.