CollaborativeWEALTH - Gainesville - Gainesville (FL)

Karen Vallario Tyler is very knowledgeable and extremely helpful and goes above and beyond for his clients. I would refer anyone there especially my friends. I will continue to use his company for all of my financial needs in the future.

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!

J Wriston Great company with experts in Financial Planning! Highly recommend.

Marcelo Pessoa Failsafe Accounting is an outstanding office that truly goes above and beyond for their clients. The team is incredibly attentive, professional, and always willing to listen and understand your specific needs. They not only provide excellent accounting services but also offer valuable financial consultancy, ensuring that every aspect of your business is well taken care of. Their dedication and personalized approach make you feel supported and confident in your financial decisions. An additional advantage is that they also speak Spanish, which makes their services accessible to a wider range of clients. I highly recommend Failsafe Accounting to anyone looking for a reliable, knowledgeable, and client-focused accounting office.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

Jay Bertram Walton County TFCU has consistently demonstrated a deep commitment to its members financial well-being. Their team of dedicated professionals has not only provided expert financial advice but has also tailored their services to meet my specific needs and goals. Whether its savings, investments, or loans, they have always been there with valuable insights and solutions.

Mike Mineo We recently had the good fortune to engage and work with Daniel Stewart of Stewart Wealth Advisors on a couple of financial transactions. We were very pleased with his advice, communications and the follow-through we experienced. it has been a very positive experience.