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

Norm Reynolds We highly recommend Security Financial Management. We have been with Mike Allen for many years. He has seen us through our working years and transitioned us into retirement. Mike and the team really take an interest in us as clients, communicate very well, and look our for our best interests. 5* communication with this group.

Jacqui Irwin Michael D. Felson is always very prompt and shows excellent accounting work. He is very professional and one that pays great attention to detail. I highly recommend using Michael as your accountant, as I will be using him every year!

Marla Maccri My husband sure could use a new bank card. His is worn out and will not work. Tried on line and it said I had to call. Called and spoke to representative and he finally said you will have to go to the bank. Went to the bank and they said no you have to go on line. So cant get a card. Sad!

Carol Burch Great auditorium for college and community events such as graduation ceremonies and annual dance recitals.

Louis Spagnola Fantastic! Unfortunately, I needed money for home repairs. I was told it would take 1-3 days, which I thought was good, but the money was transferred to my bank account the SAME DAY!

Christian Winborn These people are awesome and the lady I dealt with today on 8/6/25 was great! She couldnt have been more polite and helpful. I had two out of state personal checks from my grandparents. Two different checks, two different banks. She called and verified the checks, which my grandfather loved, due to his recent bout with scammers. Once they confirmed the checks were legit, I was on my way in two minutes. My bank was going to take 5 business days to put the money in my account due to being out of state. The fee was pretty standard, I think around 2.5% just doing the math off the top of my head, which was just fine having to do it in a pinch

Verearchela Malcolm The bank manager came out spoke to one client only while the line was outside of the door he did not one thing to move the line the one teller that was there was helping the same one client that the bank manager spoke to for over an hour which she was still helping after I left. The other teller came off of her lunch break yo help move the line. Awful as a banking institution especially .

debbie lee We had recently bought a home in Holmes county. When we closed we had a different insurance agency that we went with. 2 months after closing that agency sent us a letter stating would no longer insure us because we were too far from the fire department. We went to Farm Bureau and Steve worked with us to get us home owners insurance very quickly. Steve did a fantastic job. We will definitely keep our business there.

Dixie Davies Great advisor with deep knowledge and experience in planning