CompassPoint Wealth Management Group of Raymond James - Panama City (FL)

Tom Sullivan I’ve been a client of Jaime’s for years. In fact, I was with her father before she took over his practice. What I like best about this firm is they shoot straight. They speak to me in plain English and always offer sound advice.

Rebeca Medina Christine was a pleasure to work with! She made us feel comfortable and at ease. The experience was definitely better than we thought it was going to be. Thanks!

Bob Canter There was fraudulent activity on my debit card. I reported it promptly and the fraudulent transaction was blocked. I then went to our nearby Capital City Bank branch to get a new debit card. The entire transaction was quick and very easy; bank staff is very courteous.

Kenneth Gershon I have been a resident for 5 1/2 years. I am kind of hoping that the new management will make the necessary improvements that were ignored by Greystar. Having Tyrone as the assistant manager should be a big plus as he is aware of the needs of the community. I would love to see the tables and chairs put back out as well as the cushions on the lounges. I would hope that the new management would confer with the residents as to ways to enhance the property. Having Tyrone as a liaison to the residents will go along way to improving the Heritage life style. He is a genuine asset to your management team and his expertise should be used.

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.

Sarah Hoffman I first found Swonger Accounting by driving by a sign and took a chance. John has been a great business partner and advocate for our business. He is extremely dedicated and detail oriented. Im very happy to have found someone that cares about our business.

sonya lowery Very helpful