Kingsview Partners Wealth Management - Crestview (FL)

Hector Freites Great people. They help you out until everything is done. I recommend this company 100 % no questions asked

sunshine I have been with iTax financial Group who is most accurate and follows up on all the details that benefit the client for more than 7 years and he always meets my expectations. I recommend him to everyone.

Rochelle Spilde Recently built a home in Citrus County and Melissa helped me through the construction phase and then helped me negotiate the best deal she could with the rising cost of insurance. Excellent service!

Isabella Fogle I went to Bankers Life and had the pleasure of working with Nick for my life insurance! He was fantastic to work with, and it is a great company! Would recommend!

Cheryl Barnwell I am a client of Bill Hazlett, WH Financial. He is very helpful and professional. I have total confidence in him.

Amanda Fitch John came highly recommended by a buisness colleague who had great success with him. He was very professional returned my calls quickly and was very helpful. John listened to what my goals where and put me on my way to achieving them, exceeding my expectations and acquiring my target quicker than I thought I could. Great company and highly recommended.

Nicola Abrams Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!