Reality Financial Planning - Sarasota (FL)

Delaney Mathews I had a great experience working with the Oxford Advisory Group in Orlando. Their team took the time to explain everything clearly and helped me build a strategy that actually made sense for my goals. They were professional, transparent, and never tried to push anything I wasn’t comfortable with. Highly recommend if you’re looking for financial guidance you can trust.

Christina Williams Tried to scam us using this number. Its a valid Truist number but the REAL customer service confirmed no calls were made today to us from this number. Had us download an app. Got into our banking and asked us to transfer 2k to Cash App. I immediately started shaking as I realized he had all our banking information and was a SCAMMER. I called the REAL Truist and theyre freezing the account to investigate fraud. Be very careful. All of this started with a call to fix a Facebook issue. Keep your head in the game. These scammers are out thick and trick you easily.

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.

Princess Mo You receive the best customer service at this bank in the whole Indian country. I went in everyone greeted me, I was helped by a young lady named Cindy. I need bank statements for some reason they’re not popping up in my app, as she’s working with customers she is printing out one year supply of bank statement for me. She knew it was going to take a while, she took my phone number. Said she’ll give me a call when she’s complete. In about an hour, I received the phone call supreme customer service. I love this Truist and this location only.!! Cindy thanks

Eileen Daly Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!

Earline Padgett Brea was very efficient, helpful, courteous and even said “God Bless You”. As a senior i appreciated someone with customer service respect. A wonderful “DMV government” experience.

Albina Petiprin Outstanding customer service. Second to none. Dana rocks with customer service and knowledge with helping secure my loan I applied for. Absolutely awesome financial support at Mariner financial.

George Malone I’ve got to say probably the best bank around for customer service and overall banking experience… the staff is phenomenal I’ve been banking at the Fernandina branch for several years now !!!!!!

Lynda LePage Best bank! I have always had excellent service with them. This is my bank for life. Thank you CCU for everything that you have done for me

Francisco Beltran Working with them was very simple, and they were transparent with all parts of the project. The best part is that despite several setbacks, they were still able to deliver an amazing 50% ROI! I am looking forward to working with Arvin and KGB Realty Investments in the future.