Jon Hill - Financial Advisor, Ameriprise Financial Services, LLC - Jacksonville (FL)

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”

Emily Triana Can always count on the staff at Southstate, Nancy H is the best

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Jessie Judge We had a great experience with Fidelity. They were patient and professional and made the process very easy for us as sellers. We will absolutely use them again in the future and highly recommend them to others.

Armani C Lily at Credex Auto Title Loans Osceola was amazing! She made the whole title loan process quick and easy. Super friendly, professional, and explained everything clearly. Highly recommend!

Gia Girl The man that runs the place was so super helpful not only helped me sell my things but gave me a whole lot more than any other place around highlands county, Jerry was his name. The way that man runs his business is how everyone who has a business should do it. Keep up the amazing work, politeness, understanding my situation with a compassionate attitude and friendliness almost leaving that store wanting to do something nice for a stranger thank you guys.

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.