Kenneth M Daniels CPA PA - Jasper (FL)

Markus Jane Garry Mike Conway was very helpful with getting us life insurance as well as an IRA plan for our company. So knowledgeable and upfront about everything.

Brittany Burtner I cannot recommend Pat Labrada highly enough! My partner and I were first time home buyers, and Pat helped us navigate the financing process from start to closing. He was straightforward, transparent, proactive, and responsive through the entire process. Pat managed what could have been the most stressful part of home buying, and made it the least stressful. Pat is a pleasure to do business with, and we live in a home beyond our wildest dreams, thanks to his help.

JP I have been a friend of Art for many years. Long time radio listener on the “art of money”. He is a wealth of resources and anyone looking about retirement or close to retirement. Don’t hesitate to talk to Art. Art even bought my Fat Boy Harley from me.

Stella Wilson McKenzie was amazing and so helpful! Thank you for everything!

Elizabeth Leavesley This bank is a good place to go. Their employees are very helpful with all my banking needs. Victoria Kolb is a very nice person that helps me every time I go in there with questions.