Womans Worth - St. Augustine (FL)

Jose Bosque We highly recommend Melissa Lilly. We have worked with several loan officers in the past, and we have never met a loan officer as dedicated to the client as Melissa. She found us a great rate using my VA Benefits and assisted us through the entire process of getting our loan.The communication with Melissa was one we have never experienced, as she made herself available to us at any given time. She walked us through the process and made a stressful situation very easy and informative. We HIGHLY recommend her to our friends and family and definitely consider her as our friend!!

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Lee Ann Davis The staff here is great.

Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.

Susan Winkler I found the people working at this location to be very accommodating, understand my needs, willing to help with options at a rate I can afford. If there is some issue, they handle it right away. The manager was my loan officer and explained the process thoroughly. If she was not available, any of the other agents knew of me and could answer my questions. This office makes you feel that you are important to them and gives you proper guidance in your decision making.

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.