Heritage Financial Services LLC - Winter Park (FL)

Mariana Pino They were responsable, smart and quick. They understood my needs and found a great and safe solution to solving my questions. 100% recommended!

Kory Hull ⭐️⭐️⭐️⭐️⭐️ I had an excellent experience working with Whilmer. He made the entire loan process smooth and stress-free. He was very easy to work with, comprehensive, and thorough in explaining everything. Most importantly, he got the job done quickly and effectively. I couldn’t have asked for better support, and I highly recommend him to anyone in need of loan assistance

Brenda Torres We want to start of by saying this man right here my goodness. He is a surgeon because wow. Gerald was sooooooo remarkable in what he did for us when we thought we were not going to be able to buy our home he made it happened. He made our dreams come true and we finally are living in our beautiful home. Thank God almighty for our home and Gerald who made it possible for us to achieve our dream. Thank you thank you Thank you.

Deanna Lynne Debra was recommended by our tax consultant. This is probably one of the best suggestions we could have ever received. She and her team are very smart, great at explaining things that are new to us, and very clearly care about our current and future investments.

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.

Dan Vital Great experience. Totally professional and exceeded expectations.

Annie Stewart When I walked in United Community Bank I felt really welcomed and fast service, Steven Whaley,and Angie Colton was very professional and helpful also very nice and clean facility,Thank you United Community Bank for letting me be a member God Bless you All

Orlando Avalos Good