Synergy Wealth Alliance - Ocala (FL)

Mike Evans Jessica was amazing she helped me figure out that I was paying for two different policies on the same vehicle for over a year and was able to get that policy canceled and get me a refund for that policy over 1,000 bucks. she also was able to save me over 100 bucks a month on my current insurance. I will recommend Newport insurance to all my friends and family. and to anyone who wants great service go see Jessica you won’t be disappointed. Thanks Jessica.

Pat Cobb I have been banking at this branch for about six years. I have several accounts as I was a VA fiduciary. I am currently in the process of reconciling and closing my clients accounts. Every one has been very helpful at Wells Fargo. Great customer service.

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Debbie Really appreciate this very educational program!