TIAA Financial Services - Jacksonville (FL)

Nick Aleksa I am a business owner and Ive worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations.

Anand Desai Mark Payne and the office manager Sandy are great. Sandy is always pleasant on the phone and Mark is always a gentleman and gives me straight answers and honest suggestions about my investment options. Great people!

Joshua Davis Working with Caitlin Spradley at the Lake City Vystar has been such a pleasure! She’s got such great energy and is amazing at her job! So helpful, friendly, knowledgeable, responsive, and understanding. I would highly recommend working with her at the Lake City branch.

Jill Phenomenal financial planner in the Fernandina Beach area.

Eric Pond We have had the best experience with HD Money! We had a previous advisor, and we almost never saw him. Stuart and Kelley make a great team, and they are always proactive and helpful. The company is a complete turnaround from what we had experienced previously!

Johanne Lugo This place treats you like family. Weve been their customers for almost 20 years. They are all absolutely amazing

Becky Haughey David Goldstein at 1st Med Financial has been instrumental in my business not once, but twice. He first helped me acquire my initial loan to buy my practice. After 4 years we are growing so much we need to expand to a larger location and he was able to get me a loan to build out the new location as well as refinance my current practice debt to be able to make it all happen. David was the first person I called when we decided we needed to move and he worked tirelessly to make it happen for us. I would HIGHLY recommend him to anyone needing financing for their medical practice.

Christopher Blount It was refreshing to go in and be happily served after my experience with some other local banks. Their branch was open on Saturday morning, everyone tended to every one of my needs, were extremely polite and helpful. I will be back! Thanks to Eric L and the young lady at the counter who helped me on Sat. 12.28. I forgot her name.