PCP Financial Services - Middleburg (FL)

Emma Blunk I came to this bank this morning in hopes to find a new bank. I just closed my account at my old bank today due to service and how confusing the accounts are. I was greeted with friendly faces and had Celest Cook help me. She was very kind and very informative and helpful. I told her my issues with my old bank and she reassured me that I will not have to worry about those issues at Regions. She got me to the right bank account I needed and even informed me about a credit building card that Ive been needing for so long now. She was greate and Ill make sure to ask for her anytime I come in or call.

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

David Silverman Needed a notary stamp and had a very pleasant experience. LaShaun met with me promptly and took care of my needs in a very professional and friendly manner. What more can you ask for! Will definitely use again for notary services.

Christina Lynn Smith She found a pension we didn’t even know. Dr. Aull is friendly, knowledgeable, and helpful. Thank you Cathy!

Ginger Summers In and out in 40 minutes at the CoVid Vaccine.

Carl Bill (Bill Carl Voiceover) Joel is not only an excellent financial advisor, hes a tremendous resource when it comes of related areas like estate planning and the ins and outs of starting and maintaining a business. Not only does he handle our accounts but that of relatives weve referred him to. Bottom line: Hes honest, candid and hes grown our money. End of story.