Nordmann Wealth Management - Lake Mary (FL)

Vincent Bruno First off arriving at Amscot at the St.John’s Parkway location we were greeted by Shacora, staff member who promptly greeted us & took charge. Being 1st time customers to this company we only read about it on their website, so to have an actual person have ALL THE ANSWERS & help to newbies was in itself AMAZING!!! She was SO HELPFUL! And not only PREFESSIONALLY BUT PERSONALLY as well. I have NOTHING BUT extreme gratitude & appreciation for a company who hires AMAZING PEOPLE TO STAFF THEIR COMPANY & the employees ACTUALLY CARE ABOUT THEIR JOB & helping the people who come in . I would not hesitate for a minute to use them again or recommend them to ANYONE to use Thank you again AMSCOT

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member

Christine Banta Very kind and explained everything so that I understood what I was doing with my money. Very important! I highly recommend.

Sarah Christine My family and I have been with Trustco for a long time and we love it! Naleisha helps us each visit and it’s always a wonderful experience!

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Joshua Redding Fairwinds caught fraud before it even happened! Someone got my info and mailed a new card out declining my current. The bank called me, I went in, got a new card card and problem solved. I love fairwinds for this.

Tina Poyser Janiqua was a jewel in helping me ti obtain this loan! She has a very beautiful personality & very friendly. I thank her so much!!

Kathleen Bartley This is Kathy. I’m a Trustco employee. We have some really great rates for mortgages and CD. Come on by and see me. And let me help you save some money.