Christopher Hargis - TD Wealth Financial Advisor - St. Augustine (FL)

Carl Bill (Bill Carl Voiceover) Joel is not only an excellent financial advisor, hes a tremendous resource when it comes of related areas like estate planning and the ins and outs of starting and maintaining a business. Not only does he handle our accounts but that of relatives weve referred him to. Bottom line: Hes honest, candid and hes grown our money. End of story.

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Joseph Santangelo I have been doing business with Triple Crown Wealth Finance for 5 years. They have been very professional and I am very pleased with the service I have received. I have and will continue to refer my family and friends to them for there financial needs

JJ Picaso Great business that cares about the community and does a professional job.

Diartist24 Worked with Abdallah who really knows his stuff and looks out for your best interest. He is thorough and makes sure he crosses his t’s and dots his i’s before executing something. He does his best to try and accommodate your way of understanding and learning to ensure that you feel comfortable with the information he’s explaining to you. He hustles to meet deadlines, provides accurate estimates, and will find you great rates!

TED GLIPTIS Very pleasant and attentive

Miguel Valentin If i could not even give them 1 star I would’ve, they deserve 0. Serious scammers right here so if you are considering them DO NOT!!! Don’t be fooled ❌❌❌

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!

Amy Schiavo Super friendly owner. She helped us locate some granite samples and let us take them home to see what we liked. It doesnt really show in the name, but they do countertops as well.