Rally Point Financial Group - Tallahassee (FL)

Jerry Brown Awesome and quick efficient customer service. Definitely recommend

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Toni Abraira Jo was amazing! It was very busy this Sunday morning an Jo was alone behind the counter. However, she was quick, kind & courteous! As she helped three people at a time, no one felt frustrated or ignored. As this was my first time there, even with computer issues, Jo was able to go above & beyond to help me and exceeded my expectations. I really cannot recommend this store enough!!

Lianny Escalona Best broker in the city. Nate helps my husband and me to understand each number and works hard for us to get the best deals possible. Thank you so much.

Sofia Mino Luke Benson was absolutely amazing! Not only did he take the time to explain the services, but he also gave me the opportunity to evaluate what was best for me. Very responsive and problem-solving oriented.

Barry Browning Terri has been managing my portfolio for over 5 years now. She is fantastic at her job.. I would highly recommend her to anyone looking for a financial planner.

Amanda Booker Everyone here is absolutely amazing. I have both personal and business account with them. They always greet me with a smile and by name. The tellers at the front are very knowledgeable and I have never had to go beyond them to get the help that I need!!! Tracy is the absolute best!!

Charles Steinkamp Great people! Very tentative/helpful with your account.

Joann Ball I have been using Helen for a few years now, she very professional, always available to answer questions. I would highly recommend her to anyone needing tax services.