Kingsman Wealth Management - Pensacola (FL)

spinney family GREAT service...dropped CV off 2021 taxes last week and they were done and ready today - 15 February

Branden Staff was very friendly and professional! Helped me set up an account in a very short visit. Answered all of my questions and was an overall very good experience! The account is free of charges as long as you are responsible and keep your balance in the black, and they even gave me my debit card right on the spot! I didnt have to wait to use the account if I needed to! The nice woman who set up my account even set up the app on my phone so I could monitor my account activity! This is a great place to bank so far! I think it will continue to be my favorite bank! Thank you everyone at Crews! I Highly recommend this bank to everyone!

Lynn Bain Andreas Heinrich, CPCU®️ has been my financial planner for the past 5 years, and I have been extremely happy with him, his team their services. They are incredibly knowledgeable and experienced in all areas of financial planning, and they have always taken the time to understand my individual needs. They have provided me with clear and concise advice, and they have helped me to reach my financial goals. I would highly recommend Andreas to anyone who is looking for a financial advisor. Pros: •Highly knowledgeable and experienced •Patient and understanding •Takes the time to understand your individual needs •Provides clear and concise advice •Offers a variety of financial planning services Cons: • Absolutely none!

P J. My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley. Sincerely- Amanda Spector