Steven R Adelson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Alachua (FL)

Amanda Johnson Sherree Walker was so helpful. I have had issues with my credit being low, but she went above and beyond her "job" and helped me raise my credit score SUBSTANTIALLY. Now, she has helped me get a great car at a great percentage rate. I will definitely go back to Champions First because of people like her...who actually care about a person and not their credit score or financial portfolio. Thank you so much Sherree!

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

Selena McCoy Very helpful and knowledgeable. Willing to go out of her way to get the job done. Does a great job not because we are here clients but she has a big heart. So blessed to have have the best team. Mrs. Christy Mathis and Mrs. Catriese Johnson

Will Shelton Milton needs to have a national branded bank. Glad this one’s here

Angella Henry The transaction was easy, efficient and professional. Thurman is an asset to your Organization and I love doing business with you. You are caring kind and always willing to help. Thank you for helping me today. I will certainly recommend family and friends. God bless Thank you. I look forward to a long partnership you.

Singingal Love all the Services and Resources that are available to us. Staff is friendly and events and classes are well planned. Thank you

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.