PNB Community Bank - Defuniak Springs (FL)

Paul Schmieder Sam Latiff and the rest of the staff are amazing highly recommended for all your banking needs

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

Shanell M BEST financial services in South Florida area, very effective, prompt, and sincere employees.

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!

Asianna Hotchkiss This was my first time at an H&R Block to get my taxes done. My boyfriend and I saw Terry Greene. She did an amazing job explaining things; the whole process of how the taxes were. We had to go back since I was missing paperwork and she had a lot of patience but was very knowledgable. Anyone needing their taxes done go and see her! (:

entrenaconfren Horrible service