Citrus Mortgage Associates, LLC - Inverness (FL)

Mandy Branch My experience with Hartke & Najimy has been absolutely top notch! We use them for our business and personal. They are very knowledgeable and respond quickly to any questions or concerns. I highly recommend them!

Diego Parraga Earlier this year, my business in Miami hit a wall. I had taken out multiple MCA loans to cover different costs and payroll during a slow season, but things spiraled quickly. The daily withdrawals drained our cash flow, and I started falling behind on everything, from rent to fuel costs. I was overwhelmed, losing hope, and seriously considering filing for bankruptcy. That’s when I found Freedom Finance Solutions. From the very first call, they treated me with respect and zero judgment. They explained everything clearly, step by step, and didn’t sugarcoat the situation. What stood out was how fast they moved, within a few weeks, they negotiated with my lenders, reduced the total I owed, and put a stop to the daily deductions. That gave me the breathing room I desperately needed. Thanks to Freedom, I didn’t have to shut down. We’re now heading into summer fully staffed and back on track. If you’re feeling trapped by MCA loans, don’t wait, these folks genuinely know what they’re doing and they care.

Carolyn Rudolph Andrea Gulliksen is an outstanding financial advisor. Her twenty-five years of service in the military is evident in Andrea’s attention to detail, integrity, and sincerity the moment you meet her. I lost my husband unexpectedly over two years ago, and with Andrea’s ability I was able to navigate this challenging time in my life. Her knowledge of the financial world helped me preserve and grow my assets since my husband’s death. Andrea also cared about my emotional well-being and showed me compassion at every turn. She helped me find resources in the community beyond the financial world. She cares about all aspects of her client’s life. She brings in community experts to run seminars for her clients about such things as Social Security, Medicare, and more. I highly recommend Andrea Gulliksen as a financial advisor.

karen m All Barefoot Financial representatives demonstrate exceptional expertise, knowledge, and professionalism, in what they do and how well they do it. I am always treated with much respect, understanding, and kindness. I highly recommend Barefoot Financial without any reservations.

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns

Helen My husband I were looking for someone new about 6 years back. We attended several dinner presentations and were quite pleased with The presentation. For some reason, it clicked with us. We had an in person meeting scheduled later to review planning and goals for our retirement future. I can honestly say we are very happy with the group and our financial returns. We get updates by email with general information, especially how the market is performing and thoughts ahead, and it is environment as we have today with the ups and downs. We feel very secure and comfortable with how HD MONEY has us invested. Highly recommend them.

Danny Gutierrez Rulbert made the whole experience seamless and efortless. His professionalism went above and beyond encompassing the core values of Oportun to the fullest. Great job! Cheers.

NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.