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

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Barry Higginbotham InVestra has been handling my familys finances for quite some time. I couldnt be happier with the results and communication. I highly recommended their services!

fuRIAcRISToFERUsA Their costumer service is not what you expect when u call a bank, you have to know this is not a regular bank but the costumer service also expect you to know how they bank.. bot very helpful to call them on the phone and is really hard to try to open a account here

Douglas Swanson When you walk into this Bank everyone knows you and says hello to you by name, very personable. Ive never filled out a deposit slip, everyone there is always willing to help you with your banking needs. I dont understand why anybody would give them less than a 5-star rating. I have three accounts in this bank I continuously call up to make transfers from one account to the other, they always help me with it and never complain always happy to help me with it. Everyone should keep in mind, Nobody is perfect! All we can do is try our best and I think that this Bank does just that. Thank you to all of you at Lake Butler Community State Bank from all of us at Swanson Towing and Recovery

Eugenio Villarreal Stoopen I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.

Jill Phenomenal financial planner in the Fernandina Beach area.

mrsbholl Steve is trustworthy, professional, and a pleasure to do business with. Highly recommended.