Suwannee River Federal Credit Union - Live Oak (FL)

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

James Slaughter Davis Wealth Management is amazing! I would highly recommend them George and Steve!

Jalene Grenke Very people friendly bank Relaxed Environment. I highlyb recommend Betsy at this location in Starke Florida. Very honest, informative, helpful, & kind. 5 Star service! ⭐️⭐️⭐️⭐️⭐️

Michael Stephany My wife and I came here and were greeted with a very professional and courteous team. They created a detailed and personalized plan for us that gave us peace of mind. They answered all of our questions and took the time to walk us through everything. We are looking forward to working with them and we are excited for the future!

Chris Brooks Seth has been my financial advisor for over 20 years and has done a great job for my wife and I

H. Jim (Cajun Jim) Im definitely a small business. The smallest of them all, sole proprietor" and Fountainhead was there for me to keep it going. They help me all the way through to loan forgiveness. Fountainhead still is checking up on me as of today. 5 stars plus service. Thanks