North Florida Financial - Tallahassee (FL)

Maria Isabel Pajón Naranjo The best insurance agent—attentive to detail, passionate about what he does, and committed to making sure you understand everything.

Trey Walker Carl was amazing, friendly and made the experience worth it. Good customer service skills and able to work with me fast and efficiently because i was on a time crunch. Definitely recommended this bank to anybody and ask for Carl

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Lorna Seid They were very polite very helpful definitely like to see you have a good retirement and help you grow your assets

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Darlene Rivera U know all these negative ratings are from people that owe money. Of course they are going to leave bad reviews. No one wants to pay money. Dont be pissed at the connections agency they r doing their job. If u would have paid ur bill in the first place u wouldnt be dealing with them right now

Miguel Valentin If i could not even give them 1 star I would’ve, they deserve 0. Serious scammers right here so if you are considering them DO NOT!!! Don’t be fooled ❌❌❌

Keely Maglaughlin I wanted to say Thank You to Mark Vernick for being such an easy person to talk to. When you are looking for a financial planner, sometimes it can be intimidating. Mark is so kind and NO pressure. He provides you with information and suggestions....but no pressure. I cannot recommend him to enough people.