Proper Wealth - Tallahassee (FL)

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!

Jontae McClure For as long as I have been a member of this credit union, I can honestly say the entire staff (my local Tallahassee locations, the customer service representatives I encounter over the phone, all the way to the Lake City Campus USA CU, and specifically Robert Whitney) has always been helpful, professional, empathic, and courteous. Even in moments when they couldnt help me, my integrity remained intact because of their kindness and consideration. This CU exudes a culture of Excellence and it shines through its employees!

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

Jason Meyerson Best people I have ever met truly trustworthy and very helpful God bless you

Rob Taylor Had problems cashing my check, the awesome lady there helped verify with the bank and had more patience than I did. She smiled the whole time because she is just too nice. Recommend going here!

KingOfGods.Studio Ive been banking with regions for years. Im probably their worst customer. Thanks for having my back on the very important bills I couldnt afford. Thanks for saving my business from crashing over and over again. Not just a bank but a friend. Definitely the Best Bank In Town.