Raymond James - Naples (FL)

Randy Tisdale A reverse mortgage was a perfect way for us to tap into the equity in our home to finance our retirement. Mike Peerless, our loan officer, was so professional and handled all the paperwork and nuances of getting our loan approved. I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.

sharon poppell Great people

Carol Upshaw They are very courteous and file claims promptly good service with Mrs Connie and her assistant Mrs Iris

Valka Stormcutter They are always very nice and real people easy to communicate and I’ve always gotten what I needed done with my insurance and they were always very understandable. They’ll talk to you about other options, but it has never been that salesman approach, which I hate. Ricky was awesome!

Robert DePhillips Jr. Jeff Jolly and his team are extremely knowledgeable and professional. He is easy to contact and always prompt and ready when meeting him. He was very straightforward with his recommendations and gave a very thorough plan to help my finances. I would recommend anyone to see him if are looking for financial advice and planning the best for their future!

Darling Carrión Thanks to them, we were able to make our dream come true! Now were happy with our new home.

Vanessa Cusell Dont deposit cash in the ATM outside. It ate all my rent money. However with that being said, the store manager Allen Wier was amazing in helping me get my money back. The bank does not service the outside ATM, but he was on the phone instantly with the company, and he filed a claim for my money. Although I did have to wait 3 business days, the money was back in my account. Im very thankful for all his help.

Brandi Creech Very welcoming, very nice, didn’t get aggravated wasn’t acting like he Didn’t want to be there. He wasn’t in a rush, but he got it done pretty quickly. I will definitely be back next year.

John Cooke Outstanding staff. Very knowledgeable and professional.