Find the Best 18 Finance services in Gainesville, FL (Part 2)

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Tammy Lindsay Kirk and his team are readily available and respond to emails promptly. They are patient with all my questions even if they are repetitive ones!

greg ellis Very good people and company

Linda Coleman Very helpful and advice about medicare program plus they are able to help plan for your retirement too

CALEB WHITFIELD Jud and his staff are some of the friendliest people Ive had the pleasure of doing business with. I highly recommend his team to anyone looking to secure an intelligently planned out financial future.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Nick Zissimopulos I have worked with Jon Broska and he is wonderful. He was patient and informative. I highly recommend Jon!

Changwang Deng Great place for financial education , and fair financial service!!!

Charles Steinkamp Great people! Very tentative/helpful with your account.

Cat Thomas Michael has done my taxes for the past 2 years and has done an excellent job! He also did all of the filing for my small business. He has gone above and beyond in terms of helping me keep everything straight. I highly recommend his services.

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.

Shanetris Rossin Very professional, good spirit and helped me realize the importance of starting my financial freedom by setting aside money for investments and many other important things in my life. I highly recommend Primerica for your family life insurance needs and excellent customer service. Yeah it’s a 10/10.

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful

s a Kris is the person to go to if you need expert tax advice or someone to do your IRS taxes. She is easy to understand and works quickly to get the job. I highly recommend her services. S Ash

Karen Vallario Tyler is very knowledgeable and extremely helpful and goes above and beyond for his clients. I would refer anyone there especially my friends. I will continue to use his company for all of my financial needs in the future.