Magnolia Wealth Strategies Pensacola - Pensacola (FL)

Ahava Yasharel Very knowledgeable & professional people

Kiara Digiovanni Vidal was amazing taking care of us soon as we walked in, he was very attentive to all of our needs we had a horrible experience previously in a very known bank and we walked out so quickly!!! Not here at TD they listen to what kind of account you need as a personal and business level. I really appreciate knowing my money is safe with this bank. I do want to add that having the right person to help with this process opening new accounts is stressful Vidal did everything so smoothly and it wasn’t so stiff it was all done professionally and gracefully done

Thomas Jeckovich We’ve been banking with VyStar Credit Union in Mount Dora since the day they opened, and from the very beginning, Tricia G. has been an incredible asset to us. Her commitment to customer service is unmatched—she consistently goes above and beyond in everything she does, both for our company and our personal banking needs. Tricia G. professionalism, kindness, and dedication make every visit a pleasure. We are so grateful for her continued support and the excellent service she provides. Thank you, Tricia G

Sandra Tribble She is excellent and explain everything so good Edwina is so sweet and kind. I would recommend her to everyone

Matt Covey Theyre extremely focused on the market, and they are well informed with their decision making. In addition, when it comes to their clients, they have exceptional listening skills and advice. They are very caring! I would never go anyplace else.

Ellen Holland I appreciate the personal service still offered at the Eustis TD bank, something not all banks provide. All associates I have worked with in the last 6 months have been polite, knowledgeable, and efficient.

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.