Regions Bank - Crestview (FL)

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.

Matty B I use to paid out to irs every april. Went to Freedom and that stopped. They do a great job. Low flat rate the same for everyone. No fee for extra forms. My return was more than i expected. Screw HR Block. They cost me money. Freedom Financial is the best. Ask for Todd. He handled my famils returns for 15+ years.

Terry H Matt and his team made things seamless, from making sure we knew what was going on weekly to giving us advice on the best options for us. They were not just there for the transaction they were there to make sure you were comfortable with the transaction.

John 13:7 I am very pleased with Lincoln Financial. My job, Primo Brands, sent me there for my FLMA case. I had to take a 30 day leave due to my father crossing over. My case (17693***) was handled very swiftly, professionally, and easily. If I ever have to go through a trauma filled event again, I personally would feel good with Lincoln Financial taking my case again. What I needed them for was to get clarity on my rights, what to expect, a timely check, ease of random questions answered and all around pleasantness. Check, check, check, check, and check. Thank you for being there for me in my most trying time.

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.

Usha Rayan At the time when I went to F.D.R. I was in a financial mess. F.D.R was able to make it possible for me to be financially grounded and truly understood my hardship at that time. They were supportive even through the Pandemic and. with their knowledge and experience they were able to put together a package for me to regain my financial independence for life. F.D.R. is quick to respond with any questions and they are willing to go all the way to help you find the answers. With F.D.R. you are not alone. Thank you F.D.R. for always being there for your clients in need.