Find the Best 18 Finance services in St. Augustine, FL (Part 2)

m pierce The only reason I bank with Truist is because of Stacy and her team. Always treats us professionally and goes above and beyond! Always!

Jenny Greene Kim and her team at Ancient City Accounting are wonderful!! Weve been with them for a while now and are so thankful for their services!! They go above and beyond and are very helpful with all our business needs!

Justin Lizama Theres 2 ways of paying off debt using a debt snowball, one is with cash, the other is permanent life insurance. I trust Your Family Banks software to get me the info I need in rapid time. The road map gets clients on the path to a debt free future. When you can see the finish line, paying off debt is much more achievable.

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

Jody Stevens I needed a hard money lender to close on my commercial property when my SBA lender wasnt able to close in time. Capital Investments And Collateralized Lending, LLC stepped up and funded the transaction with no new appraisal in one week. Thanks again for all the help and happy to leave my personal recommendation for anyone looking for a great lender to partner up with to fund their deals or projects.

Wanda Heite Dalia is the best! My husband and I have banked at this branch for many years now and, always, without fail, she provides banking services with a professionalism that is not readily observable in other financial institutions. Personable, polite, and pleasant, and so very competent,she makes a trip to the bank a pleasure.

Norma G Exceptional and informative!

Jerry Hanley Great group of folks that work hard for their customers. Trustworthy and knowledgeable mortgage brokers.

Charles Stearns Jr. Chris spent alot of time working with me and my many questions on how to invest in a tight market. He spent a lot of time showing me, my options which I really appreciate and got me on a great plan to execute my retirement goals. I am very pleased with his dedication to my investments and my future. Cant wait to see how much money he is going to make me while all I have to really do is sit back and watch. Thank you guys! V/r Chuck Stearns

Leah Thompson I was in today to get approved for a credit card and Megan Wiseman greeted me and helped me through the whole process and was super helpful. Every time I come into Community first I am always welcomed by kind and friendly employees and I have never had any problems where they couldn’t be resolved. I would recommend Community first to anyone looking for a reliable and friendly bank.

Margo Rust Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs!

Brianna Parrotta The Bailey Group went above and beyond in my recent experience with them. Scott Mcintosh went out of his way during a holiday weekend to help my family secure crucial insurance coverage for a family member in a time-sensitive, emergency situation. His willingness to assist during such a challenging time for my family made all the difference. Cheyenne Goode is also always so kind and was such a help in routing us to the correct contact. I highly recommend working with their team.

Lynn Harris I moved all my financials to Totus Tuus many years ago. I have also recommended to my friends and family that Frank is the St Augustine place to go for safe financial investing. Frank takes the time to explain financials to me whether it’s investing, taxes, wills or just questions I need clarification on. The staff at Totus is always personable, smiling and helpful. They are the best for me in St Augustine and I plan on continuing our business plan for many years. Thank you Frank and Totus!

sara jeffords i would highly recommend new American funding they were attentive and reliable even after hours if i had questions. very informative and guided me through the entire process and made sure i was notified with all and any updates. they pulled for me through this when i was at my most stressed. Ruth Wallace is the bomb and so sweet. thank you so much

Norbert Tuseo Good reputation