Tallahassee Financial Advisors - Tallahassee (FL)

Nate Jackson It is extremely difficult when your account is compromised by an unknown individual(s) and was successful in getting into my checking account and making purchasing for merchandise. This obviously was extremely difficult for my wife and I. It required the cancellation of all my checking accounts including the contact with all of my merchants. I offer all of the credit to my wife along with a special individual from the credit union. Her name is Ashley Smith from We Florida Financial Credit Union. Ashley was successful In assisting in the cancellation along with aiding in the contact of our merchants. She is definitely a special individual and aided in the cancellation of all of our accounts. She is clearly a special person and helped us in definitely clearing this terrible mess that we were in. Thank you Ashley and please continue being that truly special individual that you are. Sincerely, Nate & Pam Jackson

g t had payday loans didnt really need them but i did it any way got up to 5000 in loans said what the heck im doing called them they called the payday loan company killed the intrest went from every check to once a month and only 10 payments they banned me from using payday loans for 3 years but who cares do need them.if payday loans or any debt is kicking your behind uses them to get back under control with out having to get a bank ruptcy lawyer which is the nuclear option. i would call this a missle attack.

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Brenda Baker Local Crestview grocery, you will see everyone you know and dont know if you stop here. A lot of judging and staring go in on here. I prefer NOT

Molina & Son Brick Pavers, Inc. The team at Evershore is knowledgeable, responsive, and highly professional. Their guidance and attention to detail have made financial planning and decision-making much more straightforward. They offer valuable insights and take a strategic approach that inspires confidence. Highly recommend their services to anyone looking for sound financial advice and long-term planning support.

Jaiden Kane Xavier was extremely professional and timely! He helped us buy our first home with no struggle and really made the process as stress free as possible. His communication was fantastic and he was highly reliable.

Justin Dear Dan was fantastic with helping me decide on how to best use my financial settlement and made sure to stay in contact after it was over to make sure everything was smooth. Definitely recommend him!