Community Bank - Crestview (FL)

Johnny Martinez Words cant express how grateful we are to Jackie and her team for making our dream a reality. From our very first conversation I knew that she was the one who we wanted to work with. The drive, motivation and passion was obvious from the very beginning. Though our process had some challenges, Jackie was there to navigate us through them, she not only addressed any issues but she presented solutions and resources. She patiently and professionally answered any questions and concerns thoroughly, making sure that we were understanding the process. I would highly recommend and insist anyone looking to purchase a home or property to reach out to her. Shes in the business of making dreams come true If I could I would give 10 stars! Thanks Jackie and team for making our dream a reality. God Bless

Propane Tech LLC Home buying made easy. The phone app that was used in conjunction with the representatives worked great! I could easily check on progress and be notified with something new to sign or submit. Ruben is very knowledgeable and easy to get ahold of. Ruben and KFMC made buying a home a very seamless process. Highly recommend Ruben and Keys Financial Mortgage Corp.

Rosa Golden We have been with Gulf Winds in Milton, FL since 2017 when they approved us for a new car loan with a really low interest rate. They are a great credit union with great customer service. Although today I went in and you have a new Asian guy that I havent seen before. He should be trained to wish his customers a good day, especially when they say thank you. Hes rude.

Lynn Richey I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

Todd Christenson He has taken the time to explain my retirement options. I feel these choices will help over the long term versus the short term. I will be with him for a long time. Thank you.

Nandito David 3years driving semi....Kimberly was the first person to ever hand me my receipt without me asking and she remembered wat pump I was on...and had a great welcoming attitude...I loved her