Wells Fargo Advisors - Crestview (FL)

Lynn Richey I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.

Erin Morris Rachel is fantastic!! Makes everything easy to understand, is extremely helpful, and friendly! Highly recommend giving her a call or paying her a visit!

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!

Nancy Moral I love my bank! The staff are the best and very professional, but with a personal touch. Being local is a big plus for security, and I feel they are always careful and thorough!

Heather Markgraf Mari Harper provided an excellent experience when financing my new car. Her communication is a 10/10, even the car dealership raved about how quickly she answered the phone/ email. I received a great loan rate and financing for my mini-van. Very happy with my experience. Thank you Mari!

Jan Aker The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !

Jim Gibbons We needed someone to prepare our taxes and found the right place to go. We met Leeann and were very pleased with her knowledge, professionalism, and her friendly demeanor. We were very pleased with the time it took to prepare our taxes and the reasonable cost. Leeann reviewed the return in detail and ensured that we understood the numbers. Highly recommend Saylors Accounting for your tax preparation needs!

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Rachel A Garreau The bank team service e handles calls and visits an expedient manner. Very friendly and professional