Suncoast Credit Union - Dade City (FL)

Fabz Herb We had another fantastic experience working with Jacob and the team at Winter Park Mortgage. From start to finish, Jacob was professional, responsive, and genuinely supportive throughout the entire loan process. He made everything smooth and as stress-free as possible, answering all our questions with patience and clarity. We truly feel like we are in good hands. We’re so grateful for the excellent service and would highly recommend Jacob to anyone looking for a trustworthy and efficient mortgage experience. Thank you again for helping us make this next chapter possible.

Emerson Robbins John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creating/preserving wealth.

Blaine Penner Drive through is so handy. Speedy service and competent staff

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.

Ronald Laramee Good service and very reasonable

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val