Kingsview Partners Crestview Office - Crestview (FL)

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

Drew Bryant Gambin Financial has been a true life changer for my family and I. Claudio and his team are true perfectionist of their craft. So far we have worked with GF on personally structured investment strategies, life insurance polices, & invaluable networking connections, all that fit us best. Most importantly these guys truly care. Everything we entertain with Gambin Financial is presented with uber clarity & confidence. Claudio and his team have become apart of our family, we truly appreciate their guidance and intend on utilizing their expertise to guide our families future wealth for years to come. If you looking for a dedicated advisor for structured financial planning and support youve found the answer.

Jose Real I am fairly new to financial planning the customer service, an attention one’s needs are bar none ! Would recommend

Mobile Oil Miami l had an amazing experience with FES Inc, they were able to lower my monthly payments from the $480 to 72 bucks a month. They were very communicative and clear throughout the whole process. They delivered as promised andbits brought my wife and I, Peace of mind. I dont have to worry about my annual certifications. I dont have to worry about managing my loans & they take full control of it all. I just sit back relax and live my life. We really appreciate the whole FES team!

Shaun Tarzy Amazing People