Edward Jones - Financial Advisor: Lance W Drawdy, CFP® - Lake City (FL)

Nick Crum Working with Kurt was great. Highly recommend him and Evolution with financial advising and helping me set up my will.

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

Kendra Hendren Meh

Wendy Aguiar From the people who answer the phone to the closing agent and everyone in between, what a top notch company! Specifically, Melinda went above and beyond the call of duty with the patience of a saint. First, believe me when I say that I did my homework and their prices are the most reasonable to be found. Some places quoted nearly double. Next, they are thorough, attentive and honest. I have completed two transactions with them and I would recommend them to anyone in a heartbeat (even if you live out of town) because you can trust them. They are kind and informative through every step of the process. If I ever close on another property, its a no-brainer; I know that they have my back and they are professional. My situation was fairly complicated and they handled it with ease and lifted the burden. Although Ive never met them in person, they have my utmost respect because they clearly know their business and how to address details up front to avoid problems later. Wonderful people. I wish I could give them 10 stars!!!

Scott Segreto I’m a real estate agent here in Tampa and I recently had the pleasure of working on a transaction with Dana. I was the agent for the buyer. You could tell Dana was on top of everything from day one. He is professional, he is knowledgeable and he communicated throughout every step of the transaction. I enjoyed working with Dana so much, he is now helping me with refinancing one of my investment properties. He’s a great guy to work with and you know he’s gonna get you to the closing table. Thank you, Dana!

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

Colorful Advertising We have a Business to Business relationship with Bubba and the staff and they are an absolute pleasure to work with!

Lynn Richey I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.