Heritage Wealth Management - Gainesville (FL)

ADA Property Investments Since 2019, David at Lord Mortgage & Loan has been our go to guy here at ADA Property Investments, llc. Not only is he super knowledgeable but he is also a great communicator, making sure we know step by step what to expect and do during the home and investment purchasing process. He has closed several deals for us so far and we will surely continue to use his services in the future. Thank you David! Tiffany & Di

Raul Veitia The Team @ Canizales-Walters Financial Group handle my SEP IRA as well as life insurance policy. As a self-employed individual, it is extremely important to me to feel safe and comfortable with my long term financial goals. Thank you for keeping my money safe!

Chris Duffy Unbelievable, used to DMVs being packed, clerks being rude, waiting for an hour or more. Not in Starke. In and out in under 10 minutes, young lady behind the counter was very nice and helpful. Renewed my DL and tag. Price was less in Bradford county than Pinellas to.

Jason Galitsky I have trusted Ben Prescott with my financials for the better part of two decades. Ben’s counsel has always been appreciated. None of his staff are aggressive or push certain decisions which align with their personal financial mindset. I trust Ben with my financial future, and am happy to consider him a friend as well as my financial advisor.

Audrey Switalski My mom has been working with Tory for some time now. I’ve seen firsthand how much peace of mind he’s brought to her financial life. He’s been incredibly patient, clear and attentive-taking time to make sure she fully understands her options and feels confident in her decisions. I truly appreciate the support he’s provided and would highly recommend to anyone looking for a compassionate & knowledge advisor, especially for aging parents who need trusted guidance.