Lake City Finance Department - Lake City (FL)

Rodney Anthony As a client of Wealth Advisory Group ( WAG ), this company, run by Robert Wayland, has been helpful and considerate to my efforts to learn about financial responsibility and to make wise choices in the investments that are presented. WAG has been extremely professional in all the years I have been associated with them and I am happy to have the peace of mind when it comes to investing in complicated financial decisions. I would recommend giving WAG a call , and talk to Rob Wayland, to consider getting maximum benefit out of your financial investments for years to come…

Jo Lytte JUST TALKED WITH THEM ON THE PHONE AND THEY WERE SO HELPFUL AND COURTEOUS.

JUHI SINGH "an all-embracing definition of a great company !!!"

Kathleen Norflus Our company has been using Rivera Financial since October of 2012. They have been great to work with. Chris Minelli has been amazing and has been my account manager for the entire time, that rarely happens where someone is with a company at the beginning when you sign on and is still there to represent you 13 years later! In todays environment, were clients do not always pay on time which can effect your ability to operate, we are so thankful to be able to obtain funding the same day! I would highly recommend Riviera to any business owner!!

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

Eric Epstein Tara and the folks at the Diane Banks agency were fantastic! I was nervous about moving to Florida, especially moving my boat to Florida permanently. I had heard so many horror stories. Tara’s expertise in boats, especially catamarans made it so easy for me. She answered all my questions, did all the paperwork, and coordinated with me what I needed to do. I still can’t believe she was able to make it so easy.