Northwestern Mutual - Gainesville (FL)

Marcus G Investing has always seemed like a weird game that sometimes makes sense. However, that confusion was made clear by working with Black Creek Wealth Management. Cory made it very simple for me to get started. The best part of the process is that Cory treats me like a person and is straight-forward when addressing any of my questions or concerns.

lp mccarty Taborah was wonderful and very informative. She was very knowledgeable about everything that I needed to know with opening the account. She also killed a lot of dead air so I felt a lot more comfortable.

Michael Giulianti Best insurance investment firm. Its all about safe retirement plans using insurance as the vehicle to guarantee your retirement income and Brent and his Nationwide retirement planners are kind, smart, and safe!

Nancy Alexander Lance Becatti and his team have done exceptional job looking after and growing my investments. I trust his market and strategical wisdom implicitly, and cant recommend Mr. Becatti highly enough.

Shane Adams I called with an investment question and although I have not yet used Lyons Wealth Management as my advisors, Tom was more than helpful and answered several very detailed and complex questions. Ifthis is the service they give random potential customers, I have to give them a strong recommendation.

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!

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns

Fontil Matthew (Moncler Matt) Mr. King took my phone call today and patiently answered all my questions about the financial sector. He thoroughly explained and gave insight about the different methods and products available to me. He without a doubt addressed all my needs and I am very grateful for all the time and information that was shared with me.