Kastelz Wealth Management - Jacksonville (FL)

Naomi Tucker I want you all to know, my first impression of this company was "Horrible!" But I quickly changed that reasoning, - Heres what happened: "The company I bought my Mini Cooper from had turned over their accounts to, "Mid Atlantic Finance Company." When I received notice, I called myself being proactive and mailed my payment due by the 5th, on the 31st so, my bill would be paid early. Instead, I began to get all these A-I generated calls about a late payment, knowing I made my payment in advance. I simply, - dont do late charges! To make a long story short those constant (A-I), calls got on my last nerve! To resolve the matter. I called and spoke to several reps who in turn connected me to a supervisor. Before it was resolved I cancelled my check and paid by card. On two different occasions I spoke to an Account Manager named, "Anyissa," who took good care of me in a timely, courteous and professional manner. During the conversation, I was able to make her smile when I complimented her on her beautiful name..... What makes me so happy is my car is almost paid for and I thank God for that! Remember: "When you call any company to get information or help with a issue, - - "Be Patient, - Friendly and Courteous!" And if possible, - "Say something positive that might just put a smile instead of a frown on the Reps face." A good conversation is always better, - than a Bad one. You see, how easy a Negative Review can become, - a Positive Review. Thanks Anynissa for helping resolve my missing check woes, Whew! ......... Naomi Tucker Turtles!

Lorena Chavez Alicia attended me and she was extremely kind and professional. They explained the process very thoroughly and were transparent. I had a positive experience.

Mark Berkowitz Great investment with high interest rates and relatively low risk. Can diversify investing in notes to keep risk even lower. Its been a pleasure dealing with RICHARD. He is knowledgeable and always there to answer questions. Highly recommend this investment.

Mary Kersey RNB ACCOUNTING & TAX SERVICES, ARE THE BEST!!! I LIVE OUT OF STATE, MR. ROBINSON, IS JUST A PHONE CALL AWAY AND IS ALWAYS AVAILABLE TO HELP!! MANY THANKS TO YULIE AND MR. ROBINSON FOR ALL THEIR KINDNESSS AND EXPERTISE!!!

Tony Iacono Clay Collins is one of the most honest and intelligent people I’ve had the good fortune to know and work with in the past 25 years. He is extremely knowledgeable, trustworthy, patient, and kind. I wish I could have worked with him when I bought a house out of state after having worked with him on two homes in Florida. I have recommended him to others and they too were extremely satisfied. Best part, when you work with Clay you have a friend for life! There should be more people like him. He is the definition of excellence and always exceeds expectations.