Heritage Wealth Management - Gainesville (FL)

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Cynthia Garbutt The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.

Ashley Anderson Been using One Main for years when situations arise. I appreciate Tonia working with me yesterday through technical issues and all. She even laughed with me great customer service. I haven’t had any issues with One Main and I recommend them.

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Lee Jacobson This company is awful they automatically deny your claim and have you fight them in court. Numerous reviews claim they bully their clients and I totally agree. They have never been a fare operating company.

nancy kaufman We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retirement - Thankyou Team!