Carr, Riggs & Ingram CPAs and Advisors - Crestview (FL)

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Sheila Ramos The staff is helpful, kind and informative. But I would like to give a special shout-out to Mrs.Kathy B. who helped my transition move go smoothly. She was patience with me and guided me despite my fears. Thank You for all your support.

Schwam-Wilcox & Associates * What a great group! I literally trust them with my life! Tiffany King made obtaining life insurance the easiest process... thank you for protecting my family.... I recommend Tiffany and her team to everyone!

Jared Webb Had a great experience at ML branch in Ft Myers. They explained the potential of my portfolio better than other investment firms could. Would highly recommend their services.

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

Brian Egner This is a great organization that does right by their customers.

Sandra LaFlamme EJ is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and suggests others of which you might not be aware but which might benefit you. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that anyone I refer to EJ will have their long terms goals met and well tended by him.

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.