First Federal Bank - Bonifay (FL)

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

CM Cocktail Co. ⭐️⭐️⭐️⭐️⭐️ Glen of Bayport Lending is truly exceptional — not only is he amazing to work with professionally, but he’s also one of the kindest souls I’ve ever met. He’s always willing to lend a hand, whether it’s to a friend or the community, and his genuine care shines through in everything he does. Glen is an all-around great person, and I feel lucky to have crossed paths with him. Highly recommend if you want someone who truly cares both in business and in life.

Duane Hogge Not only was Jessica friendly on the phone she made me feel comfortable enough to open up to her and allow her to present whst she had to offer. After listening to her speak to me about the different plans and answering my questions I chose the right plan for my needs. She will be my go to person when I have Medicare concerns. Very professional, Very courteous, well spoken and very knowledgeable. Thank you Jessica for a great experience.

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Bob Mastrosimone Excellent Advice.ade me a lot of money

Ray Rickman I was serviced by a very intelligent young lady. She was polite and knowledgeable of the various services Allin provides. She worked diligently to satisfy my every request and was successful. I was very satisfied with her efforts and purchased a CD in the amount that she recommended. Im glad they added a convenient location that I can use more often.

David Boyd 20+ years experience with Greg Scott and his team. Results.