John Stevenson - Regions Financial Advisor - Panama City (FL)

Daniel Tredinnick I’ve been a friend and a client of Bill Kastelz for over 20 and I couldn’t recommend anyone better than him.

sheila moran At the Winter Park office, the Financial Advisers actually LISTEN to me - my concerns and goals are addressed quickly and in ways that I can understand.

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Brianna Dreading Mrs. June did my taxes this year and she is the sweetest lady and super helpful in understanding the whole process. Honestly one of the best tax experiences I’ve ever had. You rock Mrs. June!

Paul Wilson Teller was helpful and courtious..but i was charged $8. To cash a truist check....you will never vet new customers by charging people to cah your checks....

Marissa G. Abby is so incredibly helpful! She visited my ROTC class back in the fall and since then I have been meeting with her to build a well rounded financial portfolio as I kickstart my career in the Army. She is so sweet and easy to talk to and very helpful when answering all of my questions! I highly recommend her to anyone looking to become more financially confident.