Prudential: Steve Halsell, CFP , ChFC , WMCP , RICP , CASL - Tallahassee (FL)

Winston Ward I want to recognize Alicia for her outstanding service. She is always responsive, caring, and attentive to detail. What stands out is how she listens with genuine understanding and makes every visit feel important. As a young business owner, I appreciate her professionalism and how she goes above and beyond to make banking stress-free. It gives me confidence knowing that whenever I walk in, I’m greeted by her friendly smile and excellent service.

Dave & Lisa Luce John Newell was awesome - very knowledgeable and helpful to us as we navigate our future. He gave us some solid information and was quick to respond to any questions we had after we did our financial review.

Brenda Spinella Very bad advise from this Company. Pressured me to sell Home Depot @$77.00, Also Apple at $105.00.Please check and see stock prices now. Corporate did nothing. They took advantage of a Senior. Buyer be ware..

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Josh W We love working with Chris & Shawn - theyve built an amazing team at Mosaic who are thorough, thoughtful, and create an incredible experience throughout!!!

Zakariah Dorman Taja Dorsey at the Gulf to Bay location was the best person I could have spoken with! Truly amazing employee and deserves a raise! Thank you for all the help!!!