fiduciary services inc williamsville ny - Fernandina Beach (FL)

Spinella Brenda (MooMoo!) I went to.his office for guidance, I had 122 shares of Home Depot at $74.00 ,per share.He pressured me to.sell it.Today its worth $374.00 per share.My life savings.Please stay away from this office.Corporate didnt help.me.

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!

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.

SHAM ROCK If getting life insurance was an Olympic sport, Maddie would’ve gotten a gold medal in my opinion. She didn’t just set us up with life insurance, she set us up for generational peace of mind while somehow making the process fun. I didn’t even know I could laugh and talk about death in the same conversation, but Maddie made it happen. 10/10 would recommend her to anyone with a heartbeat because SHE THE TRUTH. She probably could sign ya pets up too!!

Keri Kline Great people!