Mariner - Tallahassee (FL)

Suzy Roulston My husband and I have been trusting Pete & Erich Krzyzak for several years. We have been extremely happy with their service. Their assistant Chela has been very helpful as well. When ever we call they’ve always returned our calls the same day, often within the hour. It’s very comforting to have a team we can trust as we start our retirement life! Thank you all!

Jon d Very knowledgeable, looks for unique opportunities on a person by person basis. Very up-to-date with the latest investment trends and products.

Marcus G Investing has always seemed like a weird game that sometimes makes sense. However, that confusion was made clear by working with Black Creek Wealth Management. Cory made it very simple for me to get started. The best part of the process is that Cory treats me like a person and is straight-forward when addressing any of my questions or concerns.

Kery Knutson In a word... trust. Not only does Scott know his stuff financially but hes a trusted professional, great communicator and all-around good person. I had put off finding a financial advisor but when I met Scott at a local event I knew he would be great to work with and I was right! Scott is a highly recommended professional!

Mary Krause I have been a client with Chell for decades. I have been extremely pleased with Nelson ever since he joined the firm. He is always accommodating and always has helpful suggestions. I find he is constantly on the ball with trending changes and always on the lookout for what is best for my financial situation. This is a customer-oriented business and they are quick to respond and act in the best interests of their clients. Nelson keeps on top of things and imparts valuable input regularly. I highly recommend this company for everyone’s financial wellbeing.

Mia Tramontana Working with Peter and the Keystone Financial Planning team has been an absolute pleasure! Peters expertise and professionalism are second to none, and he genuinely cares about delivering the best. Visiting the office is always such a welcoming experience—Krystal is always so kind and helpful. If youre looking for a team you can trust to prioritize your financial well-being, I highly recommend reaching out to Peter Pastman at KFP.

Robert Taylor Extremely professional, and a joy to deal with

Marly Excellent service with thorough explanation. We are beyond happy we started taking action on our finances. Eye opening on how easy it is to be fooled by banks and interest rates.We highly recommend Power insurance.

Louis Spagnola Fantastic! Unfortunately, I needed money for home repairs. I was told it would take 1-3 days, which I thought was good, but the money was transferred to my bank account the SAME DAY!