Northeast Florida Community Action Agency-Nassau County - Fernandina Beach (FL)

Bryce Rowe Barbara and Deana were awesome! Really easy loan process. Got my cash in minutes

Dawson Zahorian Family Tree Financial Services provides the “Ritz Carlton experience with FedEx efficiency”. The highest quality advising and customer service. This is the premier wealth management group.

Jim Gibbons We needed someone to prepare our taxes and found the right place to go. We met Leeann and were very pleased with her knowledge, professionalism, and her friendly demeanor. We were very pleased with the time it took to prepare our taxes and the reasonable cost. Leeann reviewed the return in detail and ensured that we understood the numbers. Highly recommend Saylors Accounting for your tax preparation needs!

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Sophia Doctoche Teo truly is one of a kind. She helped me set myself and my two young kids up for their future. She wants to see both mothers and fathers become successful and have a plan for retirement. I cant thank her enough for the guidence and making the transition so easy and adjustable to my income.

Jamaal Gill Ali was a pleasure to work with I’ve needed insurance for a while but wasn’t sure how it worked and who is trustworthy but he made it so simple for me and found the perfect options for me. He’s responsive and friendly I recommend him to anyone who needs life insurance!

Karen Vallario Tyler is very knowledgeable and extremely helpful and goes above and beyond for his clients. I would refer anyone there especially my friends. I will continue to use his company for all of my financial needs in the future.