Pilar Santamaria - Financial Advisor, Ameriprise Financial Services, LLC - Panama City (FL)

Jeremy Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

cherryl Bacot Angela was so helpful and efficient. Loved doing business with her!