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(352) 225-3132
What Clients Are Saying North Florida Wealth Advisors (GG)
5 /5 Lisa Magary: Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.
Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.
Jim Barnes Worst experience of my life working with this company and Jonathan Hunt financial advisor. I had 200k in investments and Life insurance and this company did everything they could not to give me my money that I requested also they broke my Privacy act and disclosed info to and ex wife that broke my confidentiality act as well...stay away from them. I would not recommend them at all. Still dealing with this nightmare.
Cameron Amend Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!
Amarilys Victoria I would like to acknowledge the exceptional service I received from First Florida Financial. I am very thankful for Brandon Sheasleys knowledge in the field and his professional and responsive assistance during the entire mortgage process. He made himself available to me at any time of the day - even calling me within minutes after I sent him a text message as he took into account my variable work schedule. Brandon consistently went above and beyond to ensure all my needs were met and everything was handled thoroughly and efficiently. I will continue to recommend Brandon in the future.