Lendmark Financial Services LLC - Gainesville (FL)

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Treasure Vest Working with Keith and his Team at 8 Flags Home Loans has been a true pleasure from start to finish. Keith took his time with us and made sure we got the best loan for our needs. The process was very quick, with no issues. Keith and his team were easy to reach, and always willing to go the extra mile. I would highly recommend 8 Flags Home Loans to anyone I know. Thank you Keith for all of your hard work and dedication to myself and my husband throughout this process!

Shaderica Bell Best experience ever. Rico tax service is the best.

David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.

Susan Killimett Very professional, informative, helpful and courteous. It was a pleasure to meet with Patrick Norris and discuss opening an account with Ameriprise and learn some of the options that are available concerning looking at the stock market and purchasing.