Nordmann Wealth Management - Lake Mary (FL)

Paola Ocasio Giving the 5 stars to Wendy from collections, was having issues for months and was the first person to actually explain and resolve my issue in not understanding. Very pleased with her customer service. Very attentive, patient, understanding , helpful and explained very clearly. Appreciate her.

Elizabeth Leavesley This bank is a good place to go. Their employees are very helpful with all my banking needs. Victoria Kolb is a very nice person that helps me every time I go in there with questions.

Susan Dunlop Run by two astonishingly personable, forthright, no-nonsense, capable women who taught me a great deal in my two introductory sessions. They were highly recommended by my friends and I, in turn, would most emphatically recommend them.

Jordan James Oliver B went above and beyond in getting me taken care of. He was patience and answered all my questions. I felt like I was in great hands. This guy needs a raise! Im overly joyed with the outcome and how well Mr. Buckmaster got me taken care of!

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Patrick Baranack We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends.

Mark Hoffman Sent a check from the home office. Accepted the offer. Was solicited to come to “Customer appreciation days” where I could supposedly refinance my loan and get some Christmas cash DENIED. Branch told me I would never quality for that amount in their branch Whose running this business? The home office or the branch? Wasted 4 hours traveling from Bonifay and 2 of those hours for them to check my credit Wondering if I will qualify for a refinance or another loan ever at this branch Paying $72 a month, it’s hard but it’s paid on time.