Heritage Wealth Management - Gainesville (FL)

Mary Beck Very knowledgeable about what is available & good to return your phone call.

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.

Jim Murphy Andrew and his team are top notch professionals. Andrew is amazingly well-versed in retirement planning, particularly for government civilian employees. He and the team were very thorough and helped us plan not just financially for retirement but also for the inevitable transfer of our assets to our children.

Tom Macklin Trudy and her Staff are wonderful to work with. If I have a question and they cant take my call, they are always quick to return it. Trudy sat down with my wife and me and developed an investment strategy that met our immediate and future needs. Very happy.

Kathy Casteel Everyone is very helpful and tries hard to get the money you need. Would borrow from this office again. Special thank you to Doug for his professional attitude and for all of his help.

Haley Reed Its a great place to learn, the people are great, and the cafés food is amazing.

ronald donnerstag Doing a great job. Can’t ask for more

Larry Grisham been a member for 43 years...never had this this kind of bad treatment by an EFCU staff member. we usually deal with Eglin or South Crestview branches n occasionally the FWB HQ. the staff member at North Crestview was rude, gave out bad information on two areas n continued to be rude as I walked out. this was frustrating. seem to be making up stuff as she went. wasnt professional n top it off she was training a new person. this happened a week ago on 2 May. want going write a review...suggestion that she gets RETRAINED. of she does bad behavior to one customer its possible she has done it before and will possible do it again...it could already be a bad pattern. lets hope not. I will never use NORTH CRESTVIEW EFCU AGAIN. if she is in other branches I will ask for the supervisor n have someone else with my issues. very dissatisfied with EFCU, right now. one bad apple does effect the company, customers n the community. hope something is done about this person. retraining is highly recommended. she needs help.