Noah King, CFP®, AAMS®, APMA® - Panama City (FL)

Jenni Chap I had never bought a house before and Eduardo was so instrumental in helping me understand how the process worked and walked me through everything. The Sebring branch staff have been so polite, friendly, and helpful with whatever I need. I would recommend this branch to anyone who might be nervous about the mortgage or banking process. They are fabulous!!

Joyce Adrian in the IRA Member Services could not have been more knowledgeable, professional and kind. Took care of a critacal transfer with empathy and aplomb.

Willow Grace Service with a smile and an investment advisor willing to go the extra mile.

Antwan Smith My Production firm has had the pleasure of having our book keeping and tax needs efficient handled by SA Financial for several years now. Sharon has always been professional, polite and fast. I recommend SAF for all your tax and bookkeeping needs.

Jamease Mosley My tax preparer (Teresa Gunsby) is very professional, and the services are efficient.

Karolin Zekhtser My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.

A.J. Vaughan I reached out to this group in need of some advice and even though we werent the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit. If they treat non-customers like they did me, I am willing to bet they treat customers exceptionally.