Lakehouse Financial - Okeechobee (FL)

David Outstanding customer service. Great communication, well thought out advice. A real pleasure to work with

Dave Kane Karen and Chris were/are extremely professional AND customer-centric!!! Thank you both! DK

Geraldo Bandel Mrs. Willard and her staff, Mr Kyle, Ms Betty, secretarial personnel, are all awesome. Down to earth people, very knowledgeable. They make difficult stuff easy and digestible for you. I am an ER physician from Clewiston hospital, I always prepare my own taxes until this year when I got stuck with complex issues, 1099s, and so forth. They all made it easy for me. There is one thing that puzzles me up, I think they undercharged me somehow. I may need to pass by drop some pizzas on them. A wonderful experience, seriously!

S. McLendon Ruth and Vicky are always so nice, polite and very helpful. I would definitely recommend this Advance America to anyone. Great, Great Customer Service!

Elyse Matthews I had an excellent experience. Mr. French was intelligent, personable and patient with me. Highly recommend.

A Kra No matter your financial state, it is never too early to plan for retirement. If you are looking for responsible advocates to help you organize funds for retirement, we highly recommend this firm. They are the most professional people we have ever had the pleasure of working with. After dealing with my fathers issues, we have also just purchased long term care insurance. Something to consider now to help protect your children and yourself in the future. We trust them. They helped us feel confident about our retirement; they are kind, smart and speak in a simple and professional manner when it comes to more complex concepts. HIGHLY recommend this firm!!!

Francisco González Very impressed with the level of service. It was already around closing time on a friday and representative from wealth management team explained to me and security guard that they have an atm around the corner with private lobby. ITM agent was able to assist me with my card issue and deposit. Thank you very much wealth team and ATM ITM rep for assisting before I travel home to Jax, FL.

Mark Schnelle We have worked toward our retirement goals with John Campora. We have found him to be extremely knowledgeable, concerned and focused on our needs, advising wisely every step of the way. Our investment returns continue to be better than expected. We highly recommend Mr. Campora as he is 100% professional, responsive and proactive.