Financial Strategies of Amelia - Fernandina Beach (FL)

Kaila brown Wouldn’t recommend . These people are rude and spiteful. I got a 2015 for fusion from them in 2023 , the car was fine. I never missed a payment was great customer . The beginning of 2025 started to have car issues so i just decided to trade the car in for something more up to date. Traded the car in for a 2018 Kia optima , 3 weeks after i got the optima i started to have issues the check engine light came on, i took it to auto zone and the computer showed it to be the pcm. I called my financial company which was greater financial and they had the towing company come pick the car up to take it to the garage .A couple days later they stated that they believe it was the throttle body (which they made me pay 300 for) so they replaced it but if i continued to have issues with the car i would have to get it towed to Kia. Cool. A week and a half later i begin to have more issues with the car, every single light came on in the Kia and my car wouldn’t come out of park. They came to get the car a day later and had it towed to Kia march 27th. Even kia could not figure out what the problem was. Which had to be related do the pcm ! Which the the garage knew it wasn’t the throttle body in the first place. Mind you i barely got to drive the car. Everytime i would call they would say they didn’t have a update and they would call back, never once did they callback i would always have to call them and when i did call they would say we haven’t a update and why didn’t you make your car payment yet? Lol. Who would make a payment on a car they couldn’t drive? Here it is May 15 2025 the car is still in terrible condition. They offered to let me trade the Kia in and get a new car but i would still owe on the Kia!!! I told them I think it would be my interest to just not take the car and let them keep the Kia. Within a few hours they had towing company come to Kia to get the car repossessed so i wouldn’t be able to get any of my belongings out of the car and that i would have to pay 150 to get my belongings out of the car. Now i have a repossession on my credit for a car that was in terrible condition before i got it.

Michael Verrochi I had a very good experience with Bay Equity Home Loans. Their staff is very professional and efficient. Communications are excellent and I highly recommend.

John Siegwarth Able to answer all of my financial questions, and helped me with outside investments too.

Shavada Jones I visited my local PNC Branch today to complete a verification process for my new account that I opened online. The branch banker, Ashley Gray, was amazing. She went above and beyond to assist me, ensuring I was verified and updating my information. Ashley also helped me confirm and change my user ID and password for online banking. Throughout the process, she thoroughly explained everything she was doing and why, which I greatly appreciated. Ashley also took the time to explain the banking products and the great features they offer. I was able to get a new debit card and set up my Zelle account, all thanks to her assistance. When I had difficulty coming up with a new user ID and password, she offered some excellent recommendations. Overall, Ashley was extremely professional, patient, knowledgeable, and helpful. I had a great experience, thanks to her exceptional service.

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Jim Aux Beyer Wealth has done a great job investing my savings and growing my wealth. Mark and Sarah keep me informed and understand my philosophy and wishes. They respond quickly when I need help. Great service!