Mountain Financial Inc - Ocala (FL)

David Miller Cha ching $$$

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Kelly Ellebracht Megan helped me through the entire process and we found the best fit for our needs! She took the time to thoroughly explain everything and the process was seamlessly fast! We will work with One Main again in the future based on need and look forward to working with Megan on some additional options/programs that were mentioned! Highly recommend!

Arlene Mensinga We have experienced the best retirement advisors around. We have had other financial companies, but none have shown us the honesty, kindness, and care that this group provides. Highly recommended! We feel comfortable and secure with our investments and long term care. Thanks you, Pinnacle!

Ron Johnson Kayla crum was very helpful and very insightful. I would recommend another customer because of her services. Perry, FL Vystar branch is the location.

Lynn Harris I moved all my financials to Totus Tuus many years ago. I have also recommended to my friends and family that Frank is the St Augustine place to go for safe financial investing. Frank takes the time to explain financials to me whether it’s investing, taxes, wills or just questions I need clarification on. The staff at Totus is always personable, smiling and helpful. They are the best for me in St Augustine and I plan on continuing our business plan for many years. Thank you Frank and Totus!

Antoinette Hoge Waterfront Advisors is a great company. Mike Shields and his associates answered all of our questions. They took us step by step to explain all the different types of investments and how they work. If you have any questions give them a call.