Gulf Coast Financial Services, Inc. - Lake City (FL)

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Christie Grefkowicz I went and got something notarized stupid me forgot the paper I was notarizing at home so they went to the trouble of me sending it to them and then printing it out. They had me in and out super fast thanks guys!

Frank Mezzapelle Ive gotten to know Travon over the past few years and really appreciate his ability to listen and to understand his clients needs. Even if you just want to bounce ideas itll be a worthwhile conversation. I recommend Travon highly.

susan farris I have had nothing but a positive experience with this bank. The associates and tellers are friendly, knowledgeable, and always willing to help. I trust this bank to always take good care of me. Susan Farris

Lorena Chavez Alicia attended me and she was extremely kind and professional. They explained the process very thoroughly and were transparent. I had a positive experience.

Jill Phenomenal financial planner in the Fernandina Beach area.

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.