OneMain Financial - Port St. Lucie (FL)

Jenn Turner James Blume is very knowledgeable and goes above and beyond for his clients. He is familiar with current law and ensures compliance with IRS rules & regulations. He works with many of my family members and friends and we are all pleased

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Tony Weaver Yeap

Jontae McClure For as long as I have been a member of this credit union, I can honestly say the entire staff (my local Tallahassee locations, the customer service representatives I encounter over the phone, all the way to the Lake City Campus USA CU, and specifically Robert Whitney) has always been helpful, professional, empathic, and courteous. Even in moments when they couldnt help me, my integrity remained intact because of their kindness and consideration. This CU exudes a culture of Excellence and it shines through its employees!

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer