Moss Wealth Management - Panama City Beach (FL)

Gemechis Tolu I recently visited Trust Bank in Gainesville and experienced a disappointing level of customer service from one of their employees. Despite maintaining a polite demeanor, I was met with condescension by a larger Caucasian woman, who seemed displeased that I hadnt emailed ahead regarding a $400 petty cash withdrawal. This encounter left me feeling belittled and disrespected. While I have left a 5-star rating as I dont wish to negatively impact the banks overall rating, I believe its important for management to address this issue. I suggest providing anger management training and perhaps considering a role better suited to her strengths. Thank you for your attention to this matter.

tory bell I’ve had the pleasure of working with Derek Howe for over 7 years now, and I can confidently say that Derek is one of the most professional and trustworthy individuals I’ve encountered in the financial space. His deep expertise, clear communication, and genuine commitment to my financial well-being has made a significant impact on my long-term planning and peace of mind. Derek consistently takes the time to understand my ever-changing goals, explains complex concepts in a way that even I can understand, and always acts with integrity and transparency. I truly feel like I have a partner who is invested in my success and who consistently goes above and beyond to deliver exceptional service. If youre looking for someone who combines professionalism with a personal touch, I highly recommend Derek Howe, Howe Wealth Management without hesitation.

John Brackett Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.

Rebeca Medina Christine was a pleasure to work with! She made us feel comfortable and at ease. The experience was definitely better than we thought it was going to be. Thanks!

Nickey Renee My taxes are done fast, accurate and it doesnt cost an arm and a leg to have it done I would definitely recommend going to them I dont even have to go in I just fax them my paperwork and within 24 hours my taxes are filed.

Mobile Oil Miami l had an amazing experience with FES Inc, they were able to lower my monthly payments from the $480 to 72 bucks a month. They were very communicative and clear throughout the whole process. They delivered as promised andbits brought my wife and I, Peace of mind. I dont have to worry about my annual certifications. I dont have to worry about managing my loans & they take full control of it all. I just sit back relax and live my life. We really appreciate the whole FES team!

Shann Purinton Superb financial advice and customer service!! Many thanks to the Riverside Staff!!

Iesha Wehrley If your company offers Lincoln for benefits DO NOT TAKE IT!! They are problematic from the start. My situation my husband had take short term disability for shoulder tear & bone spurs. Something that requires minimum of 4-6 weeks. We provided the paper work plus updated paper work after he got of surgery that he had bigger tear than they initually saw on the MRI. So the Dr fixes the tear & updates the FMLA paper work. We updated & uploaded. Now we are at risk of not getting paid because they dont know how to do a job. Dont call back after several phone calls , As well icing on the cake the customer service treat you like your dumb.