Namey Financial Group Inc - Jacksonville (FL)

Shauna Duvall I’m one of those people that doesn’t think they need to pay someone to do my taxes- but Bobbie’s value is clear almost immediately and now I can’t imagine using anyone else. She is super cool and laid back but also seriously knows her way around some tax forms! Highly recommend to anyone who’s on the fence about going here .

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.

Rachel Black I’ve never banked anywhere from they remember your name. Here, they do. Polite, kind and they actually care about their customers. Elaine, Stella and Gladys are absolutely unbelievably helpful. Thank you all for being the best at what you do.