Thomas Siplin - Prudential Financial - Fort Pierce (FL)

ADA Property Investments Since 2019, David at Lord Mortgage & Loan has been our go to guy here at ADA Property Investments, llc. Not only is he super knowledgeable but he is also a great communicator, making sure we know step by step what to expect and do during the home and investment purchasing process. He has closed several deals for us so far and we will surely continue to use his services in the future. Thank you David! Tiffany & Di

debbie lee We had recently bought a home in Holmes county. When we closed we had a different insurance agency that we went with. 2 months after closing that agency sent us a letter stating would no longer insure us because we were too far from the fire department. We went to Farm Bureau and Steve worked with us to get us home owners insurance very quickly. Steve did a fantastic job. We will definitely keep our business there.

Ariel Loftis Shane is amazing! He signed me up for a checking/savings account. He is super helpful and informational. I am very impressed with his customer service skills! He needs a raise

suzen st dalke Everyone here is fabulous. They do such a great job and are so kind and helpful. Worth your time to check them out and make the investment.

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!

fuRIAcRISToFERUsA Their costumer service is not what you expect when u call a bank, you have to know this is not a regular bank but the costumer service also expect you to know how they bank.. bot very helpful to call them on the phone and is really hard to try to open a account here

Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.

Massimo C Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend!

Jeremy Wolf I had the pleasure of hosting Jarrett on my podcast, and I was thoroughly impressed. His depth of knowledge in life and health insurance, coupled with financial advising, is truly exceptional. Throughout our conversation, Jarrett showcased a remarkable ability to articulate complex concepts in a clear and engaging manner. It was evident that he is not only well-versed in his field but also genuinely passionate about helping others navigate their financial futures. What stood out most was Jarretts commitment to understanding individual needs and tailoring solutions accordingly. His personalized approach and dedication to client satisfaction were evident in every aspect of our discussion. Based on my interaction with Jarrett, I have no doubt that he provides top-notch service and expertise to his clients. If youre in need of a life and health insurance agent or financial advisor who truly cares about your financial well-being, I highly recommend reaching out to Jarrett. His insights and professionalism speak volumes about the quality of service you can expect.

Melissa F Nancy Biddle is one of the most reliable, trustworthy and ethical professionals I have ever had the pleasure of doing business with. She cares about her clients and takes great care of her properties. A wealth of knowledge!