Thrivent Financial - Panama City (FL)

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!

Teresa Emmons Jared Stately was fantastic to work with. He took all the time I needed to answer questions and to find the best plan for me. Jared genuinely cared about assisting me. He was very professional and knowledgeable. I look forward to continue working with Jared in the future. I definitely recommend Runway Financial Solutions to help anyone find their best Medicare options.

Catherine Thompson Working with Brandon was an excellent experience . He assisted me in fulfilling several financial goals. What stands out most is his timely responsiveness and professionalism . I never felt pressured to make any decisions which was important to me. He offered suggestions and was very knowledgeable about market conditions . I highly recommend calling Brandon to assist you with any financial needs and a bonus is - he is local to the panhandle .

Teena Stoneking We love Oxford Advisory and having an office close to our home is a plus! The staff is so accommodating when it comes to appointments!!

Cyrus Winget Colleen is incredibly helpful, friendly and personable! She offered me great recommendations, being new to Florida, treated me very well at the branch to set up my new account. Greeted me with a smile and sent me off with a smile, that’s customer service! Thank you!

Matthew Cavanaugh Louis is super knowledge and just a 100% honest guy that has the best interest for his clients.

Shaderica Bell Best experience ever. Rico tax service is the best.

Debbie Miller Very helpful and very kind people. Thank you for all of your help during this very difficult time.