FMB - Monticello (FL)

Romario Bailey I had a great experience today signing up, it was simple and easy going.

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

chris cash Such nice people. Highly recommend them

Renee Wareing I have had the pleasure of working with Gregory and Jen for the past couple years, and my experience has been nothing short of outstanding. They took the time to understand my financial goals and set my portfolio to align with those objectives. My portfolio has grown beyond my expectations, they stay focused on current events and make the necessary adjustments to my portfolio to sustain its growth and financial stability. I also appreciate their advice on other services such as home improvement, trust planning, and insurance. I highly recommend Gregory and Jen.

sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Chase C. Smith When I was planning to start my own business, I thoroughly vetted numerous BDs & RIAs to affiliate with. Im so happy I went with IFP! They presented the best combination of personal service, technology, pricing, and industry experience. After working with them for several months now, I can confirm they are able to deliver what they promised. They provide the back-office support I need to run my operations without dictating every detail of my business.

Ole Dan Tucker The Tellers are Very knowledgeable in their duties,willing to assist you in ANY way possible,always friendly and always thorough. Have recomendended to ALL friends and Family, A GREAT BANK INDEED...