Moors & Cabot Investments - Crestview (FL)

5 /5 Sabine Robertson: Over time, Ive come to know Yvonne. Our professional connection has grown into a friendship. What I value most is her quick response to questions. Yvonne is not just a financial advisor; shes a trustworthy financial partner. Simply put, Yvonne represents a perfect blend of expertise, integrity, and client focus. If you are looking for a Financial Advisor I would start with Yvonne Shanklin.

5 /5 Catia Heinz: I met Yvonne Shanklin when I sold my house and was looking for some smart investments. She was friendly, extremely knowledgeable, and very understanding that I wasn’t familiar with how some investments work. Yvonne was very patient and answered every question I had. I ended up openings accounts for myself and my daughter. I have seen very positive results from the investments on both accounts. Knowing that I’m being helped to make prudent choices for my retirement and my daughter’s future is an absolute priceless blessing to me. I highly recommend Yvonne and her staff, and I am very thankful for them.

5 /5 Merrita Bristow: I absolutely love that Yvonne is available and willing to assist with all my needs. She is a wealth of knowledge financially and much more.

5 /5 Irina T: Yvonne is the best financial advisor to work with. She’s both professional and genuinely cares about her clients. She always has great advice not just about finances, but she can also share a lot of wisdom about life in general. She definitely can help put a plan together to move towards your personal goals. What I appreciate about Yvonne is that she doesn’t just give advice, but she’ll help you stay on track. I feel comfortable following her lead, because it works every time! Whenever we have investment or money questions in general, she’s our go-to person. I wholeheartedly recommend Yvonne’s services to anyone in search of an advisor who combines expertise with a personal touch.

5 /5 Andrew Helt: Yvonne is a great financial advisor! Always courteous and very knowledgeable about your individual investment needs. If you’re looking for someone who truly cares about your investment goals, go see Yvonne. Great to work with.