Guernsey Financial LLC - Pensacola (FL)

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Anjelicca Arc I had the pleasure of connecting with Joshua Wong. Joshuas expertise and dedication as a Merrill Financial Solutions Advisor is truly commendable. He was incredibly helpful and provided me with insightful information that greatly assisted in making informed financial decisions. I appreciate his professionalism and the valuable guidance he offered throughout the process. I highly recommend Joshua Wong for anyone seeking a knowledgeable and reliable financial advisor at Merrill Lynch

Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.

George Morgan Jeffrey at the fort Pierce store was 100% awesome made me feel at home made me feel good he helped me Tasha did the same for us me and my fiance and we will definitely come back here we will definitely send our friends here recommend people here and I will definitely come back because of these two people!!

Wholesale Team the best of the best

Darryl Gilliam Marta A Iannotti was so patient with me and helpful where the amount of time it takes would normally frustrate someone she was patient and very helpful. Im beginning to love south state as a bank and learning to work through the quirks. Helpful employees like this is what the bank needs. I was able to send papers bank and handle my issue with no problem. Banks very clean AC nice coffee water everyones polite. My favorite bank!

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments

Gary Blackmon Brendt Becker is a great Financial Advisor. We had a bad experience with an advisor that didnt listen to what our concerns. We were blessed to have someone recommend Brendt. He listened to our financial goals and helped set us on the path to achieve them. He cares about his clients and finds out about them personally so you are not just a number. We wished we had found him even sooner but very happy we made the change.

Blake Goodman I can’t say enough great things about Amber and the team at Laake Financial. Everyone there is professional, responsive, and incredibly knowledgeable and always willing to take the time to help me help me truly understand the homeowners, flood, and auto insurance coverages available, which has saved me considerable time and stress. When having to go through a claim for the first time Amber really went above and beyond to help clear the path for us to make the process run smoothly. If you’re looking for a trustworthy and dedicated insurance agent who takes your best interest to heart, I highly recommend Laake Financial.