Savannah Court Financial Advisors, Inc. - Daytona Beach (FL)

Michael Morgan, Esquire I am very pleased with Capstan. I appreciate a firm that is proactive and actually manages accounts. I strongly recommend Capstan Financial.

Noelle Lewis Their customer service is WOW. I have always been talked to with friendly voices. I made a mistake with my account and they have always been so communicative and helpful in the process. They explain everything throughly and make sure I am satisfied. Thank you!!

Jen Aguilar Popped in yesterday because we needed something notarized. We bank online and havent used the lobby in years. Greeted quickly and very politely, but then had to wait over 30 min for 1 stamp because we watched the only notary in the building take a new client to set up a new acct. Everyone knew we were there for 1 stamp. Our interaction with her was very pleasant, but literally 2 min. Manager directing clients had a man who only spoke Portuguese come in- he was determined to get him to leave several times by giving him a card with a phone number to call. The man dug his heals in and used a translator app. All he needed was help logging into a new devise and eventually figured it out. Great staff for the most part! Could use some common sense in directive traffic with only 1 notary on staff. And be kind to those who just need an extra minute of your time.

Rosa Golden We have been with Gulf Winds in Milton, FL since 2017 when they approved us for a new car loan with a really low interest rate. They are a great credit union with great customer service. Although today I went in and you have a new Asian guy that I havent seen before. He should be trained to wish his customers a good day, especially when they say thank you. Hes rude.

Tammie Craft Jon Stoneburners communication was top-notch — I always knew where we were in the process — and the worked hard to get the buyer the best possible rate. Closing was on time and completely smooth. I highly recommend Jon to anyone looking for a professional, trustworthy, and responsive mortgage lender.

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!