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

Justin Dear Dan was fantastic with helping me decide on how to best use my financial settlement and made sure to stay in contact after it was over to make sure everything was smooth. Definitely recommend him!

Donna Ridings Wouldnt put my money anywhere else or have my family go to ANYONE else. Family owned Renee and Monique actually honest and not out to just sell you but care about their clients futures.

jay thomas John Gordon contacted me a little over a week ago to let me know that they received a partial payment on an account that was rather recent however the company has been dodging us for months, this was odd because up until completion of the job "fire station in Oceola County" we would have daily conversations with them. We have been in business for over 30 yrs and I can only remember having a collection issue once, needless to say I was quite apprehensive to hiring a collection agency but at this point I have run out of options. In any event we received the first portion of the payment in the mail this morning and we are very grateful for your services. I know that people seldomly take the time to honor great behavior thats why I felt the need to do so. Your company has made believers out of me. If I ever run into another situation like this youll be the first that I call.

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Sam Silvia It has been a wonderful experience with Fred. When I retired, he helped figure out what do to financially and in laymen terms! I have never looked back. Trustworthy, kind, and patient.