Jared Kirby - Raymond James - Inverness (FL)

T. C. I was referred to Scott McKay by a colleague and I’ll be eternally grateful for the recommendation! Scott has uplifted me financially and spiritually. He researches and explains everything in a way I can understand. He checks in and always asks how life is going. He is so genuine, kind and giving. He truly wants everyone he works with to succeed and never be in a position that you no matter what happens in life, you will be financially strong. I’m thankful to be able to call him a financial advisor and a friend. Scott will always do right by you!

Yudi Rodriguez We had the pleasure of working with Candice Day at Simplifi Home Loans as part of our new construction purchase—she was the builder’s preferred lender, and we are so glad we chose to work with her! From the start of the build process, Candice stayed on top of everything. She gathered all the necessary information up front for our initial qualification and kept her file updated. When the builder unexpectedly expedited our closing toward the end, Candice didn’t miss a beat—she was ready and made sure everything went smoothly. Thank you, Candice, for your professionalism, responsiveness, and attention to detail! And also, thank you for the beautiful personalized board—we’ve already enjoyed a few wine and charcuterie nights with it.

Suzy Roulston My husband and I have been trusting Pete & Erich Krzyzak for several years. We have been extremely happy with their service. Their assistant Chela has been very helpful as well. When ever we call they’ve always returned our calls the same day, often within the hour. It’s very comforting to have a team we can trust as we start our retirement life! Thank you all!

Pippy McGuire This branch was very friendly and helpful. Cambria was so kind and helped me with all my banking needs quickly and efficiently!

Manuel Ramos Lourdes Vasquez was awesome. An amazing job quick and detailed service. I recommend her and OneMain financial services. A blessing from God to have this opportunity. Keep up the great work.

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!

Angela Sue Breeden There is a wealth of knowledge, experience, and wisdom behind Kingsman Wealth Management. You can invest with peace of mind that you will be well taken care of.