Austin Preik If you have planning questions you ought to speak with Angela Brown at North Florida Financial. No judgment, shes there to help get ducks in a row and improve your bottom line. Shell work with your current professionals as well.
Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh.
Drew & David Spear
Joshua Davis Working with Caitlin Spradley at the Lake City Vystar has been such a pleasure! She’s got such great energy and is amazing at her job! So helpful, friendly, knowledgeable, responsive, and understanding. I would highly recommend working with her at the Lake City branch.