Your Financial Legacy - Gainesville (FL)

Kareem Darlene is such a wonderful person. Helping so many with assistance. People dont need to give her a hard time. She has helped so many in the time of struggle and crisis.

Eli Morejon These guys are awesome. Went in and they helped me out immediately after I had some questions about my retirement. They called retirement services with me at the branch and were very helpful. Daniel and a young lady at the front desk were very helpful. Thank you!

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!