Top 15 Financial Advisors in St. Augustine, FL

Cheryl Kennedy Title: Exceptional Financial Advisor Rating: ⭐⭐⭐⭐⭐ (5/5) I cannot express how fortunate I am to have Renae Aiple as my financial advisor. Renae is a true asset to anyone seeking financial guidance, and I wholeheartedly recommend her services. She never makes me feel like my questions are insignificant, and she certainly doesnt talk over my head with financial jargon. Instead, Renae takes the time to patiently explain concepts until I fully grasp them. She is proactive in keeping me updated on my investments and financial progress, ensuring that Im well-informed every step of the way.

Dan and Judy Ennis We recently worked with Jason Packo during the purchase of our new home, and we couldn’t be happier with the experience! From start to finish, he was knowledgeable, professional, and incredibly supportive. Buying a home can be overwhelming, but Jason made the mortgage process smooth and stress-free, by taking the time to explain every step, answering all our questions promptly, and helping us secure a great rate. We especially appreciated his honesty, attention to detail, and dedication to making sure everything was handled correctly and on time. We highly recommend Jason to anyone looking for a reliable and trustworthy mortgage broker!

amarilys gott I love the way I was treated in the bank. 5 star customer service experience

Christina Lynn Smith She found a pension we didn’t even know. Dr. Aull is friendly, knowledgeable, and helpful. Thank you Cathy!

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.

Susan Winkler I found the people working at this location to be very accommodating, understand my needs, willing to help with options at a rate I can afford. If there is some issue, they handle it right away. The manager was my loan officer and explained the process thoroughly. If she was not available, any of the other agents knew of me and could answer my questions. This office makes you feel that you are important to them and gives you proper guidance in your decision making.

Norbert Tuseo Very reputable

Norbert Tuseo Good reputation

Kim Sunshine Deborah, thank you for your professionalism and knowledge in handling my assets. You are greatly appreciated!

Dave & Lisa Luce John Newell was awesome - very knowledgeable and helpful to us as we navigate our future. He gave us some solid information and was quick to respond to any questions we had after we did our financial review.

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.

Norma G Exceptional and informative!

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

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!

Norbert Tuseo Good reputation