North Florida Financial - Crestview (FL)

Joseph Santangelo I have been doing business with Triple Crown Wealth Finance for 5 years. They have been very professional and I am very pleased with the service I have received. I have and will continue to refer my family and friends to them for there financial needs

Rae Nugin Great experience! I got a car for my daughter last week they helped me get approved and out the door so fast and was so kind to my two year old! They also support local businesses .Ryan the owner came Down with his daughter to our Z-Edge tattoo and body piercing location to get their ears pierced! 10 out of 10 would recommend anyone here.

Tiffany Warren Kathleen was so helpful. I had concerns about what would be available, but she helped me look at options. and helped me find a different career path. She was wonderful!!

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Erin Greene Shivanna has been my savior at Farm Bureau! She is so easy to work with and makes things super simple and helps me better understand what I’m dealing with. She is always so patient and always has such a wonderful attitude and a smile on her face! So glad she is a part of Farm Bureau!

Nancy Lightbody Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.

Bruce Pajak I use to bank here when I lived in Key West. I use to work in Keys Enterprise on the 3rd floor so it made it easy for banking here. The tellers are very professional, helpful employees. Never any problems with my accounts. Always ATMs available when traveling across Florida. This is good location, good people

Danny Gutierrez Rulbert made the whole experience seamless and efortless. His professionalism went above and beyond encompassing the core values of Oportun to the fullest. Great job! Cheers.