King Financial Services - Inverness (FL)

George Outstanding customer service! Very prompt and reliable, and willing to assist all credit union members despite their credit ratings. Terri is wonderful and will go a step beyond in order to meet your financial needs!

Debra Burns I am very pleased with the personalized services offered by this retirement planning group. They are knowledgeable and take the time to get to know you personally and individualize their recommendations based on your goals and wishes. Every encounter at NuVenture Financial makes you feel special and cared for. If you are retired or nearing retirement, I highly recommend Bob Horne and his NuVenture group.

Dee Carpenter Our taxes were prepared and submitted in an amazing period of time with one trip to the office. Everyone was pleasant and the office was clean and well presented. Jeff did a great job! Thanks!

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.