WealthCore Financial Planning ~ Shannon C Sapp, CPA, CFP® - Sebring (FL)

TED GLIPTIS Very pleasant and attentive

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

Iliana Joulwan I run a small marketing agency, and when one of our major clients delayed payment, we found ourselves in a cash crunch. This Merchant Cash Advance helped us bridge the gap and avoid laying off staff. The process was very efficient from application to funding took about 48 hours. Their support team was communicative and made sure I understood the full repayment structure.

Gabby Ross Susan was so great and helped us understand how everything we needed worked

Isabella Fogle I went to Bankers Life and had the pleasure of working with Nick for my life insurance! He was fantastic to work with, and it is a great company! Would recommend!

John Kosenski We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless

P R I am very excited by the good work and good treatment of the staff of this bank, including its good Manager and the lady who served me, they are examples for other banks.

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.