Vision Loans - Macclenny (FL)

Playa Entertainment Being thankful I could invest maybe one day.....

William Garcia Miranda Gutierrez and her team were incredibly helpful when I was shopping for home insurance. They went out of their way to explain how I could save money on my policy and the tradeoffs involved. Even though I was rate shopping with different insurance providers, Miranda encouraged me to get a revised quote with my existing provider despite it potentially going against her own interests. That level of integrity is tough to find in an insurance agent and I would highly recommend working with her team.

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Zakariah Dorman Taja Dorsey at the Gulf to Bay location was the best person I could have spoken with! Truly amazing employee and deserves a raise! Thank you for all the help!!!