Christy Mathis at Homeowners Financial Group USA, LLC - Panama City (FL)

Randy Poulos My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.

Duane Hogge Not only was Jessica friendly on the phone she made me feel comfortable enough to open up to her and allow her to present whst she had to offer. After listening to her speak to me about the different plans and answering my questions I chose the right plan for my needs. She will be my go to person when I have Medicare concerns. Very professional, Very courteous, well spoken and very knowledgeable. Thank you Jessica for a great experience.

Jeremy Wolf I had the pleasure of hosting Jarrett on my podcast, and I was thoroughly impressed. His depth of knowledge in life and health insurance, coupled with financial advising, is truly exceptional. Throughout our conversation, Jarrett showcased a remarkable ability to articulate complex concepts in a clear and engaging manner. It was evident that he is not only well-versed in his field but also genuinely passionate about helping others navigate their financial futures. What stood out most was Jarretts commitment to understanding individual needs and tailoring solutions accordingly. His personalized approach and dedication to client satisfaction were evident in every aspect of our discussion. Based on my interaction with Jarrett, I have no doubt that he provides top-notch service and expertise to his clients. If youre in need of a life and health insurance agent or financial advisor who truly cares about your financial well-being, I highly recommend reaching out to Jarrett. His insights and professionalism speak volumes about the quality of service you can expect.

Lea Ann Bird Mike is a fantastic advisor! He explains everything in laymans terms. I highly recommend him for your financial needs. He also has a wonderful, friendly staff!

Trisha Pritts What an amazing team of advisors! I highly recommend Knight he is extremely knowledgeable!

David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.