TOAMS Financial - Jacksonville (FL)

Dale Dobbs It was nice to meet our new financial advisors today. Very knowledgeable and friendly. Would recommend in the future!

Tammy Pond Super friendly and knowledgeable staff. Thank you so much for your help.

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.

Nicholas Blackmore Great guys to do business with. Very knowledgeable and easy to talk to.

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!

Doris Hast Excellent service and very knowledgeanle

Carl-Romane MATHURIN Great service.