Chris Persandi - TD Wealth Relationship Manager - Live Oak (FL)

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

mike freeman I have been trying to close my late husbands account since the 11th of May. The amount of documentation that I had to do my snail mais ridiculous. I still dont have the money from his account and I closed all his other business dealings weeks ago. If anybody reads this I would recommend that you never ever ever do business with anybody related to this company or any of its subsidiaries.

Janie Oakeson Chris is great.

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!

American Dude The big firm broker on Sanibel...great guy.