Excalibur Financial Services - Jacksonville (FL)

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!

Desiree Carr THE WORST BANK TO DEAL WITH! LONNIE OVER IN DADE CITY IS SHADY! THIS BANK WILL NO COVER YOU ,YET CHARGE YOUR ACCOUNT OVER AND OVER WITH 35.00 fees each time!!!! RUN AWAY FROM THIS BANK!!!

Robert Romahn A home town bank feeling with great banking for all your needs.

Richard Siemon Honest and forthcoming. They attempt to right for their clients.

r Mitchell Marc Tomberg is the best advisor I have ever had. If I could give him 10 stars, I gladly would. He takes the time to listen to both my current needs as well as my future ones. His staff is outstanding and makes me feel welcome. I can definitely see why he’s been recognized nationally by Forbes magazine. I highly recommend him.

Jennifer Vannoy Working with Trish has been an absolute game-changer. She tackled the worst mess I’m sure she’s ever seen and turned it into organized, accurate, and understandable books. Her attention to detail, clear communication, and no-judgment support made what could have been an overwhelming process feel manageable. I trust her completely and can’t imagine working with anyone else. If you need a bookkeeper who’s truly the best at what she does—look no further! Go with Fire Financial Solutions!

Fernande Deno Robert Rosen was very informative and helpful during our visit. He asked questions to help guide the discussion and plan for financial future.

Tyler V Tomaras Chris Hunt has been great. He has given me wonderful financial advice and I have seen a significant return on my retirement accounts. I now can actually see myself with a comfortable retirement in my future. Thanks Chris