Team N&L Wealth Builders - Jacksonville (FL)

5 /5 frieda romanchuk: N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

5 /5 Malcolm MacIver: Nick is very knowledgeable and a pleasure to work with. We are new clients and happy to be working with him and his team.

5 /5 Christine Sperry: We are very happy with N&L Wealth Builders. The owner, Nick is very knowledgeable and extremely helpful. He explains things in a manner that is easy to understand. The team he has built is one of the best we’ve had the pleasure of working with - very personable, informative and dedicated to their jobs. An all around great experience!

5 /5 Paul Boucher: Nick and his team are very professional, knowledgeable, and easy to to work with with. The will review your investments and insurance, if any, and make recommendations if they feel would be appropriate . I appreciate that they are not high pressure and would recommend to anyone to at least obtain a free consultation.

5 /5 Sharon Chang: N&L always put client service first. Their client functions are not only informative, but some are just fun and entertaining especially on Bingo nights . Once you make an investment, you are not forgotten. As a client one receives monthly calendars that include topics to be presented at all events scheduled. Nick and the team are easy to work with.