Raymond James Financial Services - Milton (FL)

David Miller Cha ching $$$

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

Anchor Dental David Ghingher has gone the extra mile referring patients to us.

Stephan Wischerth The whole banking experience is changed and become some thing more on the street. But with Scott and his staff at Centennial Bank at Simonton getting business stuff done is easy. This is the best parts of a personal local bank with big bank business combined .....glad that we switched years ago. And feel like we don’t have to sweat anything (which is a good thing) especially in this climate. Visit them.

Sue B Merchant Funding Solutions (MFS) is an outstanding company to work with. They have always been reliable and honest in their work. I have worked with them over several years and have nothing but good experiences and have always been pleased by not only the quality of their work but their attention to detail. As a customer I have always felt like I was taken care of and respected, and the people at this company-especially Matthew- has been a huge help to myself and my business. I highly recommend MFS if you need funding, they know what they are doing and they do it right every time.

Tierra Walker I had a fabulous time at the Behind The Scenes event. Lots of friendly people and network connections. Very informative and and fun

T. C. I was referred to Scott McKay by a colleague and I’ll be eternally grateful for the recommendation! Scott has uplifted me financially and spiritually. He researches and explains everything in a way I can understand. He checks in and always asks how life is going. He is so genuine, kind and giving. He truly wants everyone he works with to succeed and never be in a position that you no matter what happens in life, you will be financially strong. I’m thankful to be able to call him a financial advisor and a friend. Scott will always do right by you!