Tom Jones - First Vice President - Investment Officer- Wells Fago Advisors, Eustis, FL - Eustis (FL)

Susan Bonsignore Bob Olliff and Julie Kandel-Pogue are awesome working with us!

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.

Daniel Abal Steve is a warm and friendly guy. He gives great advice and I trust his thought process and insights. I’d recommend Steve to anyone.

This Mulch (NoneYa) I have been banking at the I Think Financial, Delaware FORT PIERCE branch for approximately 15 years. I’ve seen it go through many BANK names starting back at Oculina Bank, IBM/SECU, etc.. Everybody with this bank, and this Branch, I have known for years and they are wonderful people. I consider them family. I have used their services in many financial forms, including, but not limited to personal banking, savings, checking, money, markets, CDs, letters of credit, loans, financial investment advisory brokers, as well as business accounts. Wonderful experiences await you. They aim to take care of your needs. I am a firm believer in small banking institutions. This is my primary pick.

Pat Cobb I have been banking at this branch for about six years. I have several accounts as I was a VA fiduciary. I am currently in the process of reconciling and closing my clients accounts. Every one has been very helpful at Wells Fargo. Great customer service.