Hager Wealth Management of Raymond James - Panama City (FL)

chris cash Such nice people. Highly recommend them

Eric Pond We have had the best experience with HD Money! We had a previous advisor, and we almost never saw him. Stuart and Kelley make a great team, and they are always proactive and helpful. The company is a complete turnaround from what we had experienced previously!

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Brianna Parrotta The Bailey Group went above and beyond in my recent experience with them. Scott Mcintosh went out of his way during a holiday weekend to help my family secure crucial insurance coverage for a family member in a time-sensitive, emergency situation. His willingness to assist during such a challenging time for my family made all the difference. Cheyenne Goode is also always so kind and was such a help in routing us to the correct contact. I highly recommend working with their team.

Heather Wheeler I have been so pleased with Cathy and her services for over 10 years!! She the best!!

Tony Iacono Clay Collins is one of the most honest and intelligent people I’ve had the good fortune to know and work with in the past 25 years. He is extremely knowledgeable, trustworthy, patient, and kind. I wish I could have worked with him when I bought a house out of state after having worked with him on two homes in Florida. I have recommended him to others and they too were extremely satisfied. Best part, when you work with Clay you have a friend for life! There should be more people like him. He is the definition of excellence and always exceeds expectations.

Holly Bauerlein Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional. We are so grateful for all they have done for my family.

Chase Shelly John is awesome! He’s a great guy who truly cares about his career and his clients. I would totally recommend him if you are looking for a financial advisor.