Pathway To Retire llc - Vero Beach (FL)

Rodney Anthony As a client of Wealth Advisory Group ( WAG ), this company, run by Robert Wayland, has been helpful and considerate to my efforts to learn about financial responsibility and to make wise choices in the investments that are presented. WAG has been extremely professional in all the years I have been associated with them and I am happy to have the peace of mind when it comes to investing in complicated financial decisions. I would recommend giving WAG a call , and talk to Rob Wayland, to consider getting maximum benefit out of your financial investments for years to come…

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Steve Gaines Absolutely hands down the best! Triton took our agency 360 collect from a small start up to a top agency. Debt is always fresh, media included. If you are looking to increase revenue I highly recommend this company.

Elizabeth Strange Madison Taylor prepared our return this year. She is very prompt, polite and knowledgeable. She was able to answer our questions. My husband and I really enjoyed speaking with her and wish her the very best. (Starke FL office, not located inside Walmart)

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

Santos Creationz When I couldn’t make my payments on time and my car got repossessed. Katy made it her mission to help me get my car back and has been very patient with my payments even after I lost my job. I’m glad to say that I have a new job and as of today I finished making my payments! Thank you freedom financial, despite the previous reviews I can testify that my experience has been not but a blessing.