Dave Kennedy Ive known John many years, including before he moved into the finance space. Hes always been an upfront and honest person as well as a sharp guy. Ive greatly enjoyed my finance conversations with him around investing. Good info! (PS - I wish I bought Snowflake a couple of months ago when he suggested it! :) )
David Wilkins I first went to Staci after a very traumatic move and in the middle of a family crisis. Our finances were a muddle of accounts and investments that had to be sorted and arranged in order to establish a Living Trust. Staci took on that task and today all the finances and legal issues are under control. I feel confident with the status of our financial future. Thank you Staci.
Michelle Hancock Ann Austin at Raymond James is such a great person to have on your team to help with finances and financial planning. She is thorough, attentive, understanding, and supportive. I highly recommend her!
Kayla I’ve been with this bank for years and never had to wait as long as I did I waited two hours the woman was rude wouldn’t help when I asked her a question. Wasted two hours of my day and you can’t talk to anyone directly on the phone
Catherine Jones Lydia has been our agent for many years and has provided outstanding service. She has educated us on insurance products and ensured our needs were met. She has gone above and beyond on many occasions. Highly recommend!
