Mariner - Tallahassee (FL)

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.

Eduardo Fernandes Great place and amazing staff.

Brad Hayes Dan has been great to work with, always very quick to respond. He found a great lender for my mortgage needs in short order. Im very satisfied and will use him again.

Brianna Dreading Mrs. June did my taxes this year and she is the sweetest lady and super helpful in understanding the whole process. Honestly one of the best tax experiences I’ve ever had. You rock Mrs. June!

Genesis Gavilanes Prime finance made my whole experience when it came to my financial decisions and making my future plans easy and very informative. They were constantly attentive and supportive. Big thank you to my mentor Jordan Garcia, he made me feel secure throughout my whole journey and never failed to educate me in what was going on and what path is in my best interest. Prime finance group is a great place to choose when wanting any financial guidance, they’re trustworthy and the most generous group I’ve joined. 110% recommend, you won’t be disappointed. Everyone in the team is great but ask for Jordan and tell him Genesis sent you his way. Thank you prime finance for everything, I’m very appreciative, you guys made my whole situation so much easier.

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Trisha Pritts What an amazing team of advisors! I highly recommend Knight he is extremely knowledgeable!