Lendmark Financial Services LLC - Gainesville (FL)

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

Julie Rogers-Martin Jag helped us set up our business plan for managing our multiple properties.When we met with our accountant that year he said, “Whoever guided you through this knows what they are doing. Tell them: Well Done!!!” We highly recommend JAG Financial Services!

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

A.J. Vaughan I reached out to this group in need of some advice and even though we werent the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit. If they treat non-customers like they did me, I am willing to bet they treat customers exceptionally.

Bill Sharp When looking for a financial advisor, you will be well served by Meinrod and Leeper. They have a wonderful staff which are always friendly and helpful. They treat their clients with respect, solid advice and their integrity is above reproach. They care about you and make you feel like you are their only customer. I strongly recommend them.

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

Kory Hull ⭐️⭐️⭐️⭐️⭐️ I had an excellent experience working with Whilmer. He made the entire loan process smooth and stress-free. He was very easy to work with, comprehensive, and thorough in explaining everything. Most importantly, he got the job done quickly and effectively. I couldn’t have asked for better support, and I highly recommend him to anyone in need of loan assistance

Orion Haynes Worst bank in the history of doing good business anywhere. I’m actually embarrassed to call this place my bank, been thinking about switching for a long time, Ill say what everyone else says in their 1 star reviews, painfully slow, no one will greet you or let alone tell you a wait time or anything along the lines of them opening there own mouth. No one wants to work here. They just wanna sit and do nothing or do something so slow you decide to leave so they don’t have to deal with you, that’s my running theory atm. And if they are short staffed, start hiring. Get someone on the damn desk, it’s not hard to work a computer, a weekend of training. Do better.