Karen Harvey - Financial Advisor, Ameriprise Financial Services, LLC - Gainesville (FL)

Lisa Moukakos Was able to get an appointment quickly. The girl I spoke to on the phone was so friendly. I met with James to go over some concerns with my social security income and IRA. He gave great information and I left very happy. I will be back next year!

Gwendolyn Staten Whether you are retiring or just looking for ways to diversify your funds, contact Jordan Lee at English Financial Group! Hes knowledgeable, professional and very calm...no pressuring to make a snap decision.

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!

James Slaughter Davis Wealth Management is amazing! I would highly recommend them George and Steve!

Deanna Lynne Debra was recommended by our tax consultant. This is probably one of the best suggestions we could have ever received. She and her team are very smart, great at explaining things that are new to us, and very clearly care about our current and future investments.

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.

Mario Genovese Professional financial advice taking into consideration micro and macro economic factors. 20 years with Reality and always satisfied. 10 out of 10.

Kenneth Gershon I have been a resident for 5 1/2 years. I am kind of hoping that the new management will make the necessary improvements that were ignored by Greystar. Having Tyrone as the assistant manager should be a big plus as he is aware of the needs of the community. I would love to see the tables and chairs put back out as well as the cushions on the lounges. I would hope that the new management would confer with the residents as to ways to enhance the property. Having Tyrone as a liaison to the residents will go along way to improving the Heritage life style. He is a genuine asset to your management team and his expertise should be used.