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Delickson Souffrant, Wealth Advisor - Eagle Strategies - Chiefland (FL)

Address: 🏡 2469 N Young Blvd, Chiefland, FL 32626, USA
Phone : +1 (352) 346-6188
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJpXe_hEnh6IgRPnbz80kjNdo
#Florida
truist fl 33435

Truist - Boynton Beach

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you
5 /5

Shoreline Advisory Services - Daytona Beach

Geoff Cunningham Mike and Shoreline are a top notch group. They have enabled me to look at my personal financials with a more informed set of eyes. In addition, they have helped me to modernize my approach to being a professional in the modern workplace. I will be working with Mike for years to come and suggest you do the same!
5 /5

Cherry Tree Tax Services Starke - Starke

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!
5 /5

Garrison Wealth Management - Mt Dora

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.
1 /5

Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS® - Bartow

Cleophas Sanders Awesome come invest your money, for the blessings youve been thinking about...
5 /5

Farm Credit of Florida - Trenton

Stephanie Shivley Amazing customer service! Hunter has gone above and beyond to help me through every step of my loan process. 10/10 would recommend Farm Credit of Florida!
5 /5