Glenn Planning Group: Mathews-Glenn Kathy - Fleming Island (FL)

Abby Cruz I’ve been filing with Marvin for 3 years Now and he is the best ! I was worried I wouldn’t be able to file with him this year as I moved out of state but I put all my info into the link he sent me and within an hour I got a call back saying I was good to go he also got me approved for an advance which I received the next day. Definitely recommend!

A Z Carlos was very nice and professional! We stopped by a Saturday to get some details about our account. The manager is also great assisting everyone in need. The staff is great! Please set up Appointments!!! So that you can be assisted in the best way possible!

Lynn Richey I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.

Vickie Jackson Sharon Nipper did an excellent job on my taxes this year I will go back to her every year I was very satisfied

Brittany Montford Mike has been amazing to work with! I highly recommend him. You wont find better customer service. He answers concerns very quickly, checks in often, stays on top of current trends and technology, and is an overall personable & kind person. Totally different than your average credit card processor!