Namey Financial Group Inc - Jacksonville (FL)

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.

ellen dunn My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.

Nancye Boyer April Whitehead is the best! She worked really hard to get us the best deal possible with our car loan and we greatly appreciate her dedication! Thank you!

Danny Johnson Zach has the customers best interest in all decisions and keeps you very informed. He has the ability to make you feel you are the most important customer he has. We highly recommend him to handle any and all investments. He really cares about the customer.

Candi Pierce I highly recommend her..she is very helpful and you will not be disappointed!

Xavier Cordero Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions. Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor!