Financial GPS - Tallahassee (FL)

Kristani Knapp Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

Michele Accola John went out of his way to help me and my husband understand what we were signing, the numbers that were being presented to us and took time to explain in detail the process of things. He’s super personable and makes you feel comfortable in the decisions you’re making … while also guiding us in a way that was best for us. It didn’t matter if it was 7am, 10pm or the weekend … he was always available to talk. Thank you John for everything! We truly appreciate everything you did for us.

Karen Love, love, love Tim and his team! He was so patient and took the time to explain every part of the process. I cannot say enough about how comfortable he made me feel from beginning to end. No question was silly. We looked at many houses and made offers on a few houses. He worked with us through it all.

Brianna Panza Cynthia was great! Very helpful, efficient and quick to respond! 10/10 recommend Cynthia for all your tax needs. I will definitely be using her again in the future