Davis Financial Group - Inverness (FL)

Jordan Tompkins Parker & Pam are awesome at what they do! If you need to invest your money into any sort of 401K, Roth IRA, etc etc go see them!!! They know their stuff! Excellent office with great customer service, the best I’ve came across in a long while. Highly recommend !!

Trip Leidel Swaine & Leidel is the best place to for tax and finance services super helpful and very knowledgeable would recommend to any one

Becky Haughey David Goldstein at 1st Med Financial has been instrumental in my business not once, but twice. He first helped me acquire my initial loan to buy my practice. After 4 years we are growing so much we need to expand to a larger location and he was able to get me a loan to build out the new location as well as refinance my current practice debt to be able to make it all happen. David was the first person I called when we decided we needed to move and he worked tirelessly to make it happen for us. I would HIGHLY recommend him to anyone needing financing for their medical practice.

Bill Whittaker You owe it to yourself to give them a call. I tried other lending companies only to be denied, interest to high or payments to high. the borrowing club was fantastic, Daniel Ahonkhai went above and beyond to get us loan choices that we could pick from. he help us threw every step and made us feel like a valued customer and he truly cared. Ask for Daniel you wont be disappointed

Biastre Jr. George “Geo” We have trusted Capital Analysts for nearly 30 years. They have taken very good care of our portfolio.

Betty Marmon This is one of the highly regarded people within the area of investments. Im certain he will support. Do not support overseas investing.

Jim sherry Caring professional and very knowledgeable group. Our family have worked with this staff for many years and they have taken great care of us. Always there for you. Jim

Marcus G Investing has always seemed like a weird game that sometimes makes sense. However, that confusion was made clear by working with Black Creek Wealth Management. Cory made it very simple for me to get started. The best part of the process is that Cory treats me like a person and is straight-forward when addressing any of my questions or concerns.