Financial Sense People - Crystal River (FL)

Fatih Yildirim They constantly call and want to give loans, dont believe them and dont do business with them. Im tired of talking to Indians like that.

Stella Wilson McKenzie was amazing and so helpful! Thank you for everything!

Cameron Killebrew Amazing services, friendly staff. Very patient and willing to answer all of your questions. Would highly recommend!!

Bill Rhinehart The local office is great but the main office in Missouri wouldnt return my calls! My mother passed away recently and trying to get a Statement of her account is like pulling teeth!

Lulu Jenkins Theyre such a great company. Got me into a car that I wanted and was very patient with me. I enjoyed my time here and I hope everyone will come see them and give them a try

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

Abby Gallagher Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!

Whitney Ross If there was 10 stars i would definitely say this company is by far the best to help fix your debts and help establish building a business plan. The owner truly understands and cares in helping others. He has an amazing team that also cares for anyone who needs help plus they all make it less stressful and soooo much easier. For example Kaila has been really helpful in explaining on what to expect and has been on point. I’m very happy with everything that they’ve been doing and I will be continuing with future business opportunities. Thanks again you guys

Orion Haynes Worst bank in the history of doing good business anywhere. I’m actually embarrassed to call this place my bank, been thinking about switching for a long time, Ill say what everyone else says in their 1 star reviews, painfully slow, no one will greet you or let alone tell you a wait time or anything along the lines of them opening there own mouth. No one wants to work here. They just wanna sit and do nothing or do something so slow you decide to leave so they don’t have to deal with you, that’s my running theory atm. And if they are short staffed, start hiring. Get someone on the damn desk, it’s not hard to work a computer, a weekend of training. Do better.

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.