Mariner Finance - Marianna (FL)

Jennifer Davis Working with Econologics has helped me start looking at the future of my practice and my financial future. Before working with them I thought I had a fairly good handle on things and based on my assessment results I was correct, but they also gave me insights that I had never thought of and cleaning up those blind spots will help me along even more. I am looking forward to implementing some of the changes they have suggested.

Stephen Simpson Super nice folks here. Helped them move their network and phone system.

Clifford Mann Very good at helping the people out

E. B. Its a pretty high commission they want to change coins. I guess if you dont have a bank is a decent choice.

H. Jim (Cajun Jim) Im definitely a small business. The smallest of them all, sole proprietor" and Fountainhead was there for me to keep it going. They help me all the way through to loan forgiveness. Fountainhead still is checking up on me as of today. 5 stars plus service. Thanks

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Margo Rust Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs!

Brian Egner This is a great organization that does right by their customers.