North Florida Wealth Advisors - Gainesville (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!!

Jb Sepeda Worked with Robert Churchill from Us Fund Source, and these guys get the job done, Professional, Respectable, and very good Customer Service. Never missed a beat during the whole process of getting funds. Very highly recommended.

Tyler Travis What a horrible group of people. They’re ruining my business. They call 4-9 times a day and it makes me sick. Along with all the other spammers it’s getting out of control!!

Scott Campbell, II Very helpful and professional. Would recommend for Personal tax filing as well as corperate returns. They have been in business many years and offer a valuable in depth knowledge to the tax filing process.

Rosa E. Frometa Great service and very easy to set up.

Irene Bowersock Been trying since September to get an account de-linked from them.

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.