James Ellisor - Private Wealth Advisor, Ameriprise Financial Services, LLC - Fleming Island (FL)

Kimberly Miller Had a very embarrassing situation with my elderly father in law at the Bartow branch. Not going to get into details, but the level of dignity and patience the staff and cleaning staff handled the situation with was absolutely amazing. Both myself and father in law have been banking with Wells Fargo for many years and I dont ever want to bank with anyone else because of how helpful everyone was. I feel bad that I didnt get the tellers name in my panic, but your staff is amazing. Thank you for being amazing people.

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.

Gayle Cantaffa Sloane has guided me and my family for over 30 years. The best of the best with financial planning and has helped secure our financial freedom and planning for our later years.

Danielle Campbell I just wanted to take a moment to let everyone know how much I appreciated working with Marnie at CenterState Bank. Her organizational skills made this process run so smoothly. She was extremely easy to communicate with every step of the way. I will continue to recommend Center State (South State) bank to anyone looking to purchase. We absolutely love our new home... :)

Micheall Thomas I went to the Keys Federal Credit Union branch in Stock Island and had such a pleasant experience. The teller Frankie was so nice and helpful. Im handicap and she opened the door for me coming in and going out. She was so polite and friendly. I told her what I needed to do and she directed me to Ms. Rubi who also was friendly and polite. Rubi answered all my questions and was so sufficient. Before I knew it my business was complete. All with a smile.

Mark Hoffman Sent a check from the home office. Accepted the offer. Was solicited to come to “Customer appreciation days” where I could supposedly refinance my loan and get some Christmas cash DENIED. Branch told me I would never quality for that amount in their branch Whose running this business? The home office or the branch? Wasted 4 hours traveling from Bonifay and 2 of those hours for them to check my credit Wondering if I will qualify for a refinance or another loan ever at this branch Paying $72 a month, it’s hard but it’s paid on time.

Tim Rochon Our company sought bridge financing between contract periods with our larger clients. Chad and Nathan at Excel Capital Management quickly offered us several options from which to choose. When we needed yet more options, Chad delivered in a matter of hours. Throughout the process, Chad remained in close contact by phone, text, and email. He and the Team at Excel were always respectful and professional. I highly recommend Chad and Nathan at Excel Capital Management for all forms of business financing.

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.

Brooke Eversoll Heather and her team at Wellspring are wonderful! They are so professional and we love working with them. They are proactive in setting up meetings and keeping us on track with our goals. Highly recommend!