Nassau County Council On Aging - Fernandina Beach (FL)

Tameika Ingram Fort Pierce location is the best very friendly service and Laurie is the best that’s my girl thanks for treating me like a valuable customer see you guys soon and Merry Christmas from my family to your

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!

Elizabeth Jepson Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!

Jessica McQuade Grafton Wealth Advisors is truly a gem in the world of financial planning. As a family-owned and operated firm, they exude a warmth and personal touch that is hard to find. From the moment you walk in, you feel like part of their family. They genuinely care about their clients, taking the time to listen, understand, and address your unique needs and goals. What stands out most is their ability to make you feel valued and heard. They approach every interaction with honesty, respect, and a deep commitment to doing what’s best for you. Their personalized strategies and thoughtful guidance have given me tremendous peace of mind, and I know I’m in the best hands possible. If you’re looking for a team that combines top-notch financial expertise with a family-first approach, Grafton Wealth Advisors is the one to trust. I can’t recommend them highly enough!

Hamza Saeed Geo walked me through every step, was very helpful, and easily accessible. Very satisfied

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

Cason Van Zant Melwin has been very responsive, organized, and patient when doing my business tax returns. Highly Recommend!