First Federal Bank - Mayo (FL)

Realestate Destiny Campbell I called because the life insurance company I believe National will not do quote online. It took a while but finally Phil called set up time. The process is long but I’ll update on the price and experience

Nick Crum Working with Kurt was great. Highly recommend him and Evolution with financial advising and helping me set up my will.

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

George Mallory I’m incredibly grateful to Richard for helping make my home purchase possible. While the process of buying a home can be complex, my lending team stepped up when it mattered most and ensured everything came together smoothly. There were moments where timing was critical, and my loan officer really delivered—communicating clearly, coordinating with the right people, and making sure every detail was handled. Their efforts were a key part of what kept the deal on track, especially during the final stages. Thanks to their dedication and follow-through, I was able to close on the home I wanted. I truly appreciate their professionalism and support, and I would recommend them to anyone looking for a team that gets results when it counts.

Ashley Fralick I was really in a bind and Patrick drea and Kat were so helpful and understanding and helped me with quickness and empathy absolutely recommended and they have a great selection

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!