SMC Advisory - Fernandina Beach (FL)

Asianna Hotchkiss This was my first time at an H&R Block to get my taxes done. My boyfriend and I saw Terry Greene. She did an amazing job explaining things; the whole process of how the taxes were. We had to go back since I was missing paperwork and she had a lot of patience but was very knowledgable. Anyone needing their taxes done go and see her! (:

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!

Paul Niss Jeffrey DiPascale can help you for all your financial needs with the wealth of knowledge and practice he has in that area!

Inflatables International Inc I have found Ben Sims always professional and well informed on current annuities and always available for questions.

Bruce R This is a Great Credit Union! We love this place and highly recommend it to everyone in the area. We have worked with Tammy and Erica, both have been very polite, professional and helpful. The tellers are also personable. There are 4 branches in the area. Thanks for a great credit union to bank at.

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

Fontil Matthew (Moncler Matt) Mr. King took my phone call today and patiently answered all my questions about the financial sector. He thoroughly explained and gave insight about the different methods and products available to me. He without a doubt addressed all my needs and I am very grateful for all the time and information that was shared with me.

Paul Schmieder Sam Latiff and the rest of the staff are amazing highly recommended for all your banking needs