Safety of Wealth, LLC - Gainesville (FL)

Diane Gosnell Doreen is knowledgeable and willing to do the research to find the best policy for you. Friendly with a great sense of humor. I feel like we have made a friend who can help us with our insurance needs.

Emanuel Asurza I have received great advice in regards of my current financial situation and all the different potential it has. I would say hands down Edgardo, has impacted my life greatly by bringing a great financial stability. Although he may look young, do not let the appearances fool you, since he is very knowledgeable. He has been in the Financial services industry nearly two decades now and I believe that speaks for itself.

Eduardo Office Hidalgo Our medical practice has been using QB Guru Consulting for its bookkeeping services continuously for over five years. Amy and her expanding team go the extra mile to provide our business with the number crunching and reports we need for solid tax preparation and to perform competent analyses of the business true financial health. Hidalgo MD is very pleased with the help we regularly get from Amy and the QuickBooks Guru team. Highly recommended.

Emilia Diaz I would like to thank Mr. Max Kramer for his professionalism, attention, for understanding my financial needs . His customer service and his Passion to his work. Allow me to be able to work with Delta Capital Group LLC as an agent to this company I am very thankful again for your professionalism , your service to your dedication to this job. Made us a family to Delta Capital Group, LLC . Thank you Max for your customer service and dedication to this passion , helping people find their way to grown their businesses as you did to me . Very great full . Emilia Diaz

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Naira Bishop Jesi is absolutely amazing! She came into my classroom as a guest speaker and spoke to us about financial literacy. Her session was really informative. My students were very attentive and asked so many great questions.We all walked away with a better understanding of budgeting, saving, and planning for the future. Thank you Jesi for everything!

Destiny Wade Awesome place!! Kayla, one of the loan officers, made the process sooo smooth and easy for us! We are soo thankful! Amazing service!