Consumer Financial Services - Pensacola (FL)

Paul Schmidt Scott is an incredibly intelligent person with high morals. Its a real plus having a tax attorney as an investment advisor. His knowledge crosses over many areas and hes had many years as an investment counsellor. Hes an easy person to talk with about any financial concern.

Gustavo Antonioni Horrible customer service and bank does not take responsibility for stealing your money! I tried to withdraw money from their ATM last night - machine did not give me money but receipt confirmed my money was taken. I called today to speak with bank Manager Bill Reynolds and after they checked my withdrawal receipt transaction number they confirmed no money was issued and that I had to deal with this situation with my bank which is based in England as I ma here as a tourist. So not only did I not get cash last night because of their negligence I had to incur long distance charges today to have my bank resolve this . I find this to be a terrible oversight in taking responsibility for what is actually theft . NEVER USE THIS BANK!

Jerry Hanley Great group of folks that work hard for their customers. Trustworthy and knowledgeable mortgage brokers.

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Patricia Roberts It is always nice to see smiling faces and friendly faces They always take care of my banking needs

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

Michael Hawkes Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team