fiduciary services inc williamsville ny - Fernandina Beach (FL)

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Jalene Grenke Very people friendly bank Relaxed Environment. I highlyb recommend Betsy at this location in Starke Florida. Very honest, informative, helpful, & kind. 5 Star service! ⭐️⭐️⭐️⭐️⭐️

Desiree 5 Stars – Outstanding Lender Experience! I had an amazing experience working with Rick Durham during my home-buying journey. From start to finish, he was knowledgeable, responsive, and incredibly helpful. He took the time to explain every step of the process, answered all my questions, and made everything as smooth and stress-free as possible. Thanks to his support, I was able to buy my new home with confidence. I highly recommend him for anyone looking for a reliable and professional lender!

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Maria Isabel Pajón Naranjo The best insurance agent—attentive to detail, passionate about what he does, and committed to making sure you understand everything.

Ronnie Peck Nice office and the staff was friendly , good place for a small loan if you can pay off quickly , quick easy forms and quick deposit.