Keywords: Financial heritage investment group inc fl

Heritage Investment Group, Inc. - Pompano Beach (FL)

Address: 🏡 2480 NE 23rd St, Pompano Beach, FL 33062, USA
Phone : +1 (954) 785-5400
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJRaBs5KkC2YgRuUbmpXaC4GQ
#Florida

Homestar Financial Corporation - St. Augustine

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.
5 /5

1st Financial, Inc. - Clearwater

John Toomer I have had the pleasure to work with Vince Jackson, Jeanine Estrada and Heath Hall in obtaining mortgages for mutual clients and have been impressed. Because of the way they work closely with and guide their clients, I have seen how the clients trust them every step of the way. Great group!
5 /5

H&R Block - Live Oak

Melanie Quail Called to schedule an appointment to revue my upcoming tax return since I had changes in my income. They were able to see same day. Gail explained my options and showed me what to expect for next years filing. Gail is very welcoming and has handled my returns since I moved here. She knows her stuff! H & R Block is lucky to have her representing them.
5 /5

The Holland Group Retirement Wealth Advisors - Clearwater

Michael Fernandez Dont look any where eles the Holland Group is the BEST!!! The owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didnt recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.
5 /5

Truist - Vero Beach

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!
5 /5