Tomaszewski Wealth Management of Raymond James - Ocala (FL)

Pat Hoffer Always a pleasure to deal with.

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Ray Rickman I was serviced by a very intelligent young lady. She was polite and knowledgeable of the various services Allin provides. She worked diligently to satisfy my every request and was successful. I was very satisfied with her efforts and purchased a CD in the amount that she recommended. Im glad they added a convenient location that I can use more often.

dannyp1 Extremely helpful, knowledgeable and friendly,great experience.

Rhonda Mendoza Quick and easy process. Katrina was a blessing to work with. Everyone is knowledgeable and professional here.