Republic Finance - Daytona Beach (FL)

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Amy Speak Mike and Trent are both wonderful. They always have their clients interests at heart. They are extremely professional and accessible for clients needs.

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.

Scot Collins Reuben Bryant was extremely helpful and friendly. He made our experience wonderful. The facility was lovely.

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Veda Crosland Judy in Green Cove Springs was absolutely amazing. She got us on track and her diligence was top notch.

Kelly Testa I’ve have worked closely with Scott on several transactions, and I can wholeheartedly say that he is one of the best in the business. His creativity and hard work in finding the best solutions for our clients are truly commendable. Not only has he consistently gone above and beyond to ensure a smooth process for his clients but he has also become a trusted friend. If youre looking for a reliable lender who genuinely cares about his clients, I highly recommend Scott!

C. Menard Weve very recently switched to Bluedog Services and our Rep Alex #346511 has provided excellent customer service thus far. He has been very thorough at explaining their services and very responsive any time we have contacted him. We feel like weve gained a friend, not just a merchant rep. This has been such a welcoming experience compared to the company we used before whose customer service was lacking in many ways. Cant comment on the rates at this time, as we have not received our first statement yet, but looking forward to the savings we were guaranteed. Thanks Alex!!

Nandito David 3years driving semi....Kimberly was the first person to ever hand me my receipt without me asking and she remembered wat pump I was on...and had a great welcoming attitude...I loved her