Rigby Wealth Management of Raymond James - Ocala (FL)

Joseph Largent I"ve been working with them for about 30 months.They helped me get started and the knowledge that they have is incredible.If anyone is interested in anything with starting a retirement deffinatley call them,you wont regret it

Michael OBrien Really awesome people who are great at being personable and professional. Mark and Katy especially make sure you leave with a smile. Genuinely nice folks

Justin Lizama Theres 2 ways of paying off debt using a debt snowball, one is with cash, the other is permanent life insurance. I trust Your Family Banks software to get me the info I need in rapid time. The road map gets clients on the path to a debt free future. When you can see the finish line, paying off debt is much more achievable.

Edward Grikstas What a sweet and helpful bank lady. Very knowledgeable at CDs too. Enjoyed our time and you have Gold with her Jada.

Diana Husband I was looking for a fiduciary to do a spot check on my finances and John was the absolute perfect person for the job. He was incredibly prepared, knowledgeable, and provided me very actionable advice and his perspective on where my finances stood, and items I could improve. He provided me the foundation I needed to understand some of the financial principles and helped me understand how to use the tools available to my advantage. His time and skillset was well worth the money and I would absolutely recommend him to anyone and plan to use him again in the future.

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!

Gena Dodson My case was open with HOFLA for over 3 years in that time my case went through 4 different lawyers. This year I had the pleasure of getting Terri S. Rawasia as my lawyer. And she was fantastic. She went above and beyond to get my case done. Was there for every question that I had. Not once did she get mean or aggravated with me. (Like some of the other lawyers there did). She made herself available when I needed. I’m so grateful that I had her as my lawyer. I would highly recommend her to everyone.