5 /5 susan doolittle: Danielle has been our financial advisor for over 10 years. Finding someone who really cared about our life as we were approaching retirement was very important. We also wanted someone we could trust and had our beat interest in mind. We found that in Danielle. We have recommended her to our family and friends we now live in Alabama and still stay with her and can call and zoom call with her anytime. She is always there for us. Thanks Danielle.
5 /5 Salvatore Dipiazza: Awesome company Highly recommend there financial services
5 /5 Cindy Fish: I can’t express enough how wonderful Danielle and her staff are. After going through divorce after 44 years of my ex doing all the financial business for our family, Danielle has been a Godsend. She is a wealth of information and very patient. I have moved back to NY State but wouldn’t think of leaving Everwell!
sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.
Carson Westfall Derek and his team have been able to make an intimidating and sometimes frustrating process quite enjoyable. Before deciding to work with Derek, I interviewed several financial planners. I kept hearing, "just start with investing what you feel comfortable with". My wife and I are very goal oriented and wanted much more of a plan than that. Derek and his team provided more than we ever expected. We are younge and dont have millions in assets. But with his help, one day we will.
NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.
Brashear Fawn Elaine (WeirdDoe) Awesome service - great prices. Paypal load/unload $3! Check Cashing until 10 but it helps if you go a little early in case the computers are down. :)
Joshua Dansereau Not sure why there is 2 other 1 star ratings. Doesnt seem fair that they get blasted for not being able to withdraw after a category 5 hurricane that devastated this area. They actually tried really hard to help after the hurricane and put up mobile banking centers right away, there is still one up in Mexico Beach! That reviewer is being ridiculous. Anyhow, never had any problem with this bank in almost 10 years, always courteous and helpful. Weve had business accounts as well and never a problem. Even better, you get that small town service where they know you by name. 5 stars!