Markey Wealth Management - Gainesville (FL)

Deepblu dude Excellent service, easily reachable, positive experience.

Pawan Kumar One of the best financial planner in Saint Petersburg FL. I have always enjoyed the insurance and banking I have been using with them, and I will continue to recommend it to any friends.

Sofia Mino Luke Benson was absolutely amazing! Not only did he take the time to explain the services, but he also gave me the opportunity to evaluate what was best for me. Very responsive and problem-solving oriented.

Amanda Johnson Sherree Walker was so helpful. I have had issues with my credit being low, but she went above and beyond her "job" and helped me raise my credit score SUBSTANTIALLY. Now, she has helped me get a great car at a great percentage rate. I will definitely go back to Champions First because of people like her...who actually care about a person and not their credit score or financial portfolio. Thank you so much Sherree!

Gina Stuto Wonderful informative gentleman

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan