Rooks &Partners - Inverness (FL)

Leon Lawson Jaron Hickman was very professional and prompt in all replies. We really enjoyed working with him. He made everything so easy!

Erika Steele I’m so grateful for the incredible support and encouragement I received from Morgan Financial throughout the entire home buying process. From start to finish, Jasmine, Mary, and Lindsey were absolutely amazing to work with. They made the experience so much more pleasant and less stressful than I ever imagined it could be. Their patience, kindness, and constant communication made me feel confident every step of the way—they truly held my hand through it all. I always felt like I had a team behind me who genuinely cared. I’m so glad I chose Morgan Financial and would highly recommend them to anyone looking to purchase a home. Thank you all for helping make this dream a reality!

Matthew Scott Dont believe the gossip about this company. Their reputation on Forbes, BBB, NYSE, AM BEST, etc is excellent. Free financial education and sound principles are what to expect from Primerica.

Debbie Intagliato Melissa Reynolds I can’t thank you Enough. I am so happy with my Insurance coverage from the plan to the customer service. I can’t say enough. I sing the praise to everyone..

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .