LPL Financial - Dale Camillo - Ocala (FL)

C L I like this Credit Union almost as much as Tyndall Federal Credit Union and the Panama City employees I have been in contact with have been polite and kind and professional and I am thankful for the high credit card limit I have been given to use if a real necessity comes and I do not have the funds available especially. Jehovah bless You Always Forever - jw.org

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

Kathleen Turner One Main employees are great I’ve dealt with them several times and felt like family. They go out of their way to make you feel at ease and explain all details. Thank you One Main for making things easier for me. 5 Stars

Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!

Susan Burtis Amber is absolutely amazing ! She is super kind , super helpful and makes you feel like family not just a customer . Amber made the entire process so easy and I would recommend using one main to anyone that asks .

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Mike ANDREWS I have been a customer of Midland IRA for several years. Over this period, Geoff Watts has assisted me multiple times well exceeding my expectations. I have expected great service from Midland as others had recommended them many times. I honestly do not know how Geoff could do better. Mike Andrews December 5, 2022

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.