Private Bank, Bank of America - Fernandina Beach (FL)

sue patterson Nothing but problems since they merged with Heartland National Bank. Once I get things straightened out here and settled down a little bit, then I will move to another bank.

George K If you would like to work with a Real Pro then call Blake Now...if your project can be funded he will get it done...period!

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Chris W True professionals with a great facility. Easy parking and great location!

Nathalie Gonzalez I’ve been doing my taxes with this company for many years. Even though I moved to Florida I still do my taxes with them . That is how good and satisfied I am. I definitely recommend this company to others. Great professionalism and service. Oscar and his team are amazing!

Paige We had an outstanding experience working with Avant Huston for our financial planning needs. From the very first consultation their team demonstrated the expertise, professionalism, and a genuine commitment to helping us achieve our financial goals. Highly recommend!

Richard Schagrin Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and knowledgeable. I have recommended many friends and relatives.