Lisa Esteves-Dixon - Raymond James - Inverness (FL)

Holden Smith Justice Kite is an outstanding employee! She is so much help and so kind and patient I highly recommend her!

Propane Tech LLC Home buying made easy. The phone app that was used in conjunction with the representatives worked great! I could easily check on progress and be notified with something new to sign or submit. Ruben is very knowledgeable and easy to get ahold of. Ruben and KFMC made buying a home a very seamless process. Highly recommend Ruben and Keys Financial Mortgage Corp.

Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Whitney Saylor Jesse has been our familys financial advisor for more than 5 years and we feel very confident in his guidance, expertise, and ability in managing our overall portfolio. He takes time to meet with us on a regular basis and wants us to feel comfortable and informed with the decisions we make.

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Sylvia Wulf Before I even moved to Florida I researched local banks , specifically customer satisfaction ratings. Brannen got the highest ratings I could find. As soon as I arrived I opened an account and have never looked back, because no matter which branch I have visited the customer service is unfailingly friendly, helpful and reliable. They take care of their customers!