James Campbell & Associates - Tallahassee (FL)

Danny Spam company that cold calls you for no reason at all. I have never asked or signed up to anything to receive spam calls from this company. They scap the internet for phone numbers to spam.

Craig Satterthwaite Simply amazing, Matt and his team are the best in the business! You get tips, tricks and everything in between to get the best deal that suits your needs. If you want honest, transparent advice then you need to work with this team. This is my second home with Cardinal and I wouldn’t work with anyone else!

Tree Bear Best investment advisor. Doubled my money in 3 years Basil Allison. Now running private hedge fund. Great investment Estate planning expert and tax planning on point

Thomas Dzielak Greeted as soon as I walked in the door and asked what services I needed handled. Was just cashing a check. Melissa was my teller and she did a wonderful job. Felt secure because she asked for my identification and verified my account # etc. she was very professional and friendly. The kind of people you like to deal with on a daily basis . there were plenty of parking spots available as well.

Alex DeMarco Neil is awesome and extremely helpful! He helped me understand all the steps necessary to plan for a stable future. I will be referring him to my family and friends as well!

Latoya ONeal Great help in time of need with utilities service, ship program, and more great references

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.