Raymond James Financial Services - Pensacola (FL)

dorothy laun steve takes a personal approach to your concerns and handles your account as he would a family member. very professional and caring.the most appealing quality is his outlook and ability to get you the most for your money with keeping you in the loop so you can feel good and relax that you are being taken care of. I would and have recommended him highly .

Charlie Goodwin Super sweet family owned business extremely knowledgeable and helpful

Sandra Wood Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didnt. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them!

Michelle Awesome.

Lana Peters TrustWell equals peace of mind. Partnering with TrustWell to help manage and optimize our financial investments in our retirement years has proven to be a smart decision...and valued blessing. The TrustWell Team, especially advisors Bradley and Brett, go above and beyond - customizing and monitoring all aspects of our financial well-being...always, with our best interest at the forefront. At the core, we trust and value the expertise, experience and integrity of TrustWell and its advisors, especially as a faith-oriented team. We whole-heartedly recommend TrustWell.

Lyndsi [Stafford] Edgar At eLuminate, we’ve had the pleasure of working with Levanti Wealth as a client, and we can confidently say they represent the highest standard of authenticity and integrity in their industry. Our experience collaborating with their team has been nothing short of exceptional. Levanti Wealth brings a level of wisdom, care, and clarity that is rare in the financial space. They approach everything they do with intentionality and deep expertise, always putting people first. Their professionalism and thoughtful insights are evident in every interaction, and they consistently demonstrate a genuine commitment to helping others build financial security and legacy. If youre looking for a team that is real, grounded, and truly knowledgeable, we highly recommend Levanti Wealth. They are not just financial advisors—they are trusted partners in your journey toward financial wellbeing. — The eLuminate Team

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!