Walter Samuel Dunn: Primerica - Financial Services - Lake City (FL)

J-liz Hoffman Great financial help. Mr. Gates is very knowledgeable and explains things wonderfully.

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Jessie Judge We had a great experience with Fidelity. They were patient and professional and made the process very easy for us as sellers. We will absolutely use them again in the future and highly recommend them to others.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Diane Swindler I spoke with Rob, he actively listened and was the only person in all my MidFlorida years as a customer who actually helped me and didnt stick to the script. You need more employees who actually cares about people. If you havent given him a raise you need to. He saved my life.

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Rodney Anthony As a client of Wealth Advisory Group ( WAG ), this company, run by Robert Wayland, has been helpful and considerate to my efforts to learn about financial responsibility and to make wise choices in the investments that are presented. WAG has been extremely professional in all the years I have been associated with them and I am happy to have the peace of mind when it comes to investing in complicated financial decisions. I would recommend giving WAG a call , and talk to Rob Wayland, to consider getting maximum benefit out of your financial investments for years to come…

Leanne Cobb Kaycee Britt was able to get us the best rate and save us money on our extended warranty. It was very easy working with Kaycee as she kept us up to date on the process with the loan. We highly recommend Kaycee Britt!

Anthony Paradyse Talk to Tando not only is she an amazing person to sit down with she is professional and right to your needs as a bank customer. Ty Tando for making my visit quick and easy!