Monk Lynn - Perry (FL)

Jill Phenomenal financial planner in the Fernandina Beach area.

Los- angles border custom hire is free Bradon Mandy is awesome!! Both ladies go out of their way to provide excellent customer service though. Highly recommend this store!

Alex Poo There are no words to describe Dianas attention, dedication, mastery of activity, and professionalism. At every step of the buying process, she explained all the details to me, making the process easy to understand, even when it was the first time I bought a home. Focused on every detail, always looking for the best for his client as if it were his own home. Without a doubt, if I were to buy another house, I would contact her without a second thought. You have all my recommendations. Keep doing that great job Diana. A million thanks from me and my family.

Amaury Gonzalez damn they were super fast and super professional thanks for being very transparent and taking the time.

Wanda Vargas caraballo I been train to make a payment on the phone and no one answer for the past 3 days

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.

Maureen Villari I had the pleasure to work with Michael Diaz today to resolve my financial debts. He was extremely professional, mild mannered, knowledgeable, experienced and made sure that I understood the whole process of your company. He was willing to provide straight forward advice to alleviate my current financial situation. His due diligence made me feel extremely confident paying careful attention to the details of the process. I have great faith in him that I am on the right track to being free from financial debt and looking forward to it.

Linda Berry This is an outstanding office. Excellent service, and good sound investments.