Financial institution - Lake City (FL)

TeeJay Smith Steve and Adam were just too cool as a Team. Both listened to me throughout our conversation and at the end of the conversation, they provided me with information relevant to my needs. Thank you Adam for being raised well by your father, Steve. I encourage anyone who may need financial counseling to visit them. I bet you wouldnt regret it. Shalom!

305 Patty Cake “PattyCake305” Never call back as promised.

Antoinette Hoge Waterfront Advisors is a great company. Mike Shields and his associates answered all of our questions. They took us step by step to explain all the different types of investments and how they work. If you have any questions give them a call.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Alex Poo There are no words to describe Dianas attention, dedication, mastery of activity, and professionalism. At every step of the buying process, she explained all the details to me, making the process easy to understand, even when it was the first time I bought a home. Focused on every detail, always looking for the best for his client as if it were his own home. Without a doubt, if I were to buy another house, I would contact her without a second thought. You have all my recommendations. Keep doing that great job Diana. A million thanks from me and my family.