Suncoast Credit Union - Wauchula (FL)

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Marc Abraham Don has been an amazing financial advisor to myself and Dorothy ever since we became part of the Retallick family. We have learned so much about planning for our retirement years and living comfortably with our investments. Highly recommended!

J-liz Hoffman Great financial help. Mr. Gates is very knowledgeable and explains things wonderfully.

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member

John Baxter They do an Excellent job for me. Always friendly and helpful.

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.