Truist - St. Augustine (FL)

Leigh Palmer Weve been using Steve Doss for years and he is a fantastic accountant. He and his whole staff are knowledgeable, friendly and provide excellent service.

Logan Saunders Amazing environment with amazing people.

Mary Beck Very knowledgeable about what is available & good to return your phone call.

William Reyes I had a great experience working with Mr. Greg Godin and his group during the purchase of my home. They were very professional, knowledgeable, and made the entire loan process smooth and stress-free. What I appreciated most was how timely and efficient he was—every step was handled quickly, and I never had to worry about delays.

Judi Lund I dont know where the bad reviews come from but have been doing g business here since Lake Butler location closed and they have been great from drive-thru to solving problem with a U.S. savings bond over 25 years old to recommending who I should deal with there to get a better return on my savings, to taking me outside to at. And showing me how "new" system works. I travel every summer and never have a problem with using my card wherever.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Norbert Tuseo Good reputation

nate dixon Addy buigas -Lopez was amazing. I highly recommend her . if you sit down with her you will be well pleased .