Katie has been my financial advisor for almost two years now. She has done a great job with my…read morePortfolio. Katie is very friendly and patient with me. Her office is convenient, beautifully decorated, and always smells so good. She really cares about her clients and their financial future. I am happy I went with Edward Jones, and even happier I choose Katie Kingsman.

I feel like they are a good match for what I am seeking to achieve . And have a well thought out…read moreplan for what it's going to take to reach my goals.

From the owner: At Roberts Wealth Management, we believe retirement should be stress-free, not stressful. Our…read moreexpert financial advisors help you create a customized retirement strategy that protects your wealth, minimizes taxes, and ensures financial security for years to come. Whether you're looking for retirement planning, estate planning, tax-efficient strategies, or investment management, we're here to guide you every step of the way. Proudly serving Pensacola, Gulf Breeze, Milton, and the greater Florida Panhandle. Schedule a consultation today and take the first step toward a confident retirement.

So far so good, I continue to prayer for them and our country. I feel that they really care and do…read moretheir best in managing our finances. Many thanks to Andrew and crew. John T

We met with Andrew McNair in the hopes of getting guidance on how to manage our high income/high…read moredebt situation and for help in planning for our future, which included college for 3 children. First of all he did NOT introduce himself or shake our hands upon meeting us. Nor did he acknowledge the couple who referred us to him. Andrew spent the majority of our meeting criticizing our desire to prioritize our kids' college education. He told us that college was a waste of money and that our kids needed jobs. Andrew came across as extremely arrogant and had a clear lack of respect for higher education, particularly doctors. He bragged constantly about how much money he has, how he began working at a young age and how successful he's been. He made assumptions about our lifestyle, careers and our parenting decisions without knowing anything about us and without having any kids of his own. The silver platter service during the meeting and the red rose he hands women as a parting gift I found to be incredibly obnoxious, but not as much of an "ick" as the autographed copy of his book that he handed us on the way out. This is the first online review I've ever submitted and I'm doing so only because the experience was SO bad and so unprofessional. Andrew McNair is likely not for you if you value education, have kids, or want to be treated with respect. Possibly the most arrogant person I've ever met.

Saltmarsh Financial Advisors serve their clients tremendously well. They are well educated,…read morefriendly, and speak to you like a real person.

From the owner: Saltmarsh provides a full range of services, including auditing, accounting, management and…read moremarketing consulting, corporate and individual tax planning and preparation, business valuation, litigation support, financial and estate planning, computer systems evaluation, and employee benefits design, implementation, and administration.

Currin Insurance has been a great resource in providing benefits to our employees. They have a…read moreprofessional staff who make the effort to answer questions and assist us with all of our enrollment requirements. They are always available when we need them.

From the owner: Currin Insurance & Investment Services, Inc. has been in business since 1997! We strive to prive…read morepersonalized service for each of our clients. Licensed and insured. Family owned and operated. Est in 1997.

As a accountant, Sean has done a incredible job. He will definitely help you get the most from your…read moretax return and to keep the IRS away from your money and home. The services he provides - I highly recommend.

I let the dealer choose the lender, which I now know was unwise; they chose Pen Air. The loan was…read moreset on Auto Pay. The loan payment was successfully withdrawn for the first two months but not the third. While reconciling my accounts, I noticed the loan payment was not deducted for the current month or the previous one. I contacted them immediately, and they stated my file was "messed up," alleging there was no contact information on file and insinuating I had filled out the paperwork improperly. However, when they reviewed the paperwork, it was correct. So, they entered all my information, and I paid both payments, assuming everything was resolved. Subsequently, I received a 30-day late notice on my credit report. When I called them, expecting an apology, they simply stated I was late, and that was final. I explained the Auto Pay situation and their system error, but they responded with indifference. Despite explaining that a previous representative had corrected it, they insisted that was unlikely. I wrote a letter of complaint, to which they replied by claiming late notices had been mailed to me, which was implausible as they only had my contact information after I had called them. I disputed the issue with the credit bureau and paid off the car the next day, deciding I would never engage with that establishment again and that I would advise others to avoid it at all costs.

When there was NO FRAUD associated with my account, their "fraud team" locked the account down…read moreuntil I authenticated that I am indeed me. At 74 years old and with recent hip surgery I depend on having access to my money when I need it. I have no time for their stupid games when THERE WAS NO FRAUD ASSOCIATED WITH MY ACCOUNT!

I can't say enough great things about my experience with The Retirement Planners. I've been on the…read morehunt for a trustworthy financial advisor for a while, and I'm so thankful I decided to give them a try. From the moment I walked in, they were incredibly understanding and genuinely focused on what I needed. I went in not knowing much about finances at all, and they took the time to explain everything in such a clear, down to earth way that I finally felt like I understood my options. There was no sales pitch or sugar coating just honest advice and a real plan that made sense for me. Long story short, if you're looking for someone who's transparent, knowledgeable, and truly cares about helping you, I couldn't recommend them more. Five stars all the way!

From the owner: At our firm, we believe retirement planning should feel simple, honest, and personal. We put people…read morebefore paperwork. We take the time to truly understand your goals and create a clear path forward no pressure, just guidance you can trust.

Great CPA and accounting. If you need help with your small business or as an Amazon seller, this is…read morethe place you want to go. Amazing place with a friendly staff. Very highly recommend.

From the owner: An Alliance Built On Trust For Over 30 Years…read more Lambert Lanza CPA's, PA is one of the leading firms in the Pensacola area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our vision is to be the most sought-after accounting and business advisory firm in the southeast. We are a firm that is professional, trustworthy, and provides timely service, delivering what you need when you want it. Our Mission is helping clients succeed in their business and personal financial goals. For over 30 years Lambert Lanza has been an Alliance Built On Trust.