Jessie Stehlik Morgan was absolutely amazing and handled all of our needs brilliantly. We had just left a pretty harrowing experience at Bank of America, but he completely turned our day around. So happy to be members!
Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!
sean thomas I have been a customer for only 6 months. I have called and emailed Kaitlyn Sheffield a few times with CrawfordvilleFL office. This ladys professionalism and customer interactions are amazing!! When I have talked to her, she is always happy and willing to assist over the phone. She has told me shed look into questions and would call me back. She always calls me back on same day. I emailed her around the holidays and got her out of office reply. She replied to my email her first day back to work after her time off. Thank you for everything Ms. Sheffield.
Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.