Wakulla County Housing Services - Crawfordville (FL)

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.

Baron Loud Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!

Jose Luis Very good attention and advice

Michael Steven If you have never discussed your future with a financial professional I HIGHLY suggest you do so. I used the same financial firm for almost 10 years. I also realized that they were NOT investing in my future and my funds were being washed down the drain. 6 months ago I met with Nick Vizzi and he was 100% up front with me about EVERYTHING my previous firm was doing wrong (for their own benefit). Nick sat me down and explained what he would do if he was in my position. Looking back this was the best financial decision I made for my family in 2016!

Jon Newman Awesome, great communication, upbeat, knowledgeable!! Awesome!!

Ang B No one else Id trust like these folks. They are on top of things, professional, so knowledgeable, trustworthy, reliable, and they go the extra mile. The best of the best!