Wonderful people who truly care about the people they work with. Whether it's tax preparation or…read morediscussing financial planning they are always listening to what I need and want for my financial future. Oh and did I mention they have the best coffee! It's like walking into your neighbors house and just sitting and chatting with an old friend.

From the owner: At Wolf Retirement Navigation, our primary focus is on…read moreretirement planning, which covers a broad range of areas where we possess current expertise. Our approach is results-oriented, backed by the knowledge to provide guidance, solutions, and the necessary answers. Our philosophy revolves around your retirement success, defined by the ability to relish life without financial concerns. This entails thorough preparation, a robust game plan, and effective strategies aimed at optimizing your retirement savings.

Working with Andrew Carle was an excellent experience. He walked us through every option for health…read moreinsurance with zero stress. His guidance was thorough, clear and tailored to our needs. Responsive and patient with all our questions, I feel he got us the best plan at a reasonable rate. Highly recommend him for his professionalism and attentiveness.

Very helpful. I was looking for home insurance which they do not do but recommended I contact…read moreThompson Baker which turned out well. Thx for the recommendation. When I need health insurance, I'll go to Bailey Group.

Shoutout to our local community heroes. We appreciate Mr Cowan and his friendliness. He makes you…read morefeel like you have been friends for a long time even if you just met. My friend Bob has known him longer than I have and when Bob endorses someone to me, I take that to heart. I went into the office today and had the pleasure of speaking to Patrick. He was very personable, attentive, professional, and sincere. I appreciated that Mr Cowan not only is the man he is, but he surrounds himself with the people who project the sincerity of his name. I look forward to seeing Mr Cowan and letting him know how Patrick was successful at making me feel important and heard.

Cary has been so helpful in providing guidance to my husband and me regarding financial planning…read more He has helped us create a vision for our future and our son's future. Highly recommended!

Great people to deal with. They give the utmost personal attention and their expertise is among the…read morebest. Have worked with them since 2008.

From the owner: Brunswick, GA Certified Public Accounting Firm, Barrs, Coiner & Lumpkin, LLC,…read moreWe are a full-service Certified Public Accounting firm. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

This company is awesome!! Family owned for many years. They have helped me plan for my retirementread more

The Wiltfong family runs capstone planning. They are honest and straightforward and you enjoy…read moreworking with Keith and Connie and the rest of the family. They don't try to sell you anything you don't need and honestly answer all your questions without fail.

So back in about 2003, I went to Edward Jones office on Baya Drive in Lake City, FL and took their…read moreadvice in purchasing a mutual fund. Now, after well over a decade, they tell me that a new law was created that requires them to make changes to the account, and that they would charge me over $100 to facilitate that. I refused to pay that, so they let some other company take over management of my mutual fund. This new company took $150 out of the money that was in my mutual fund to open up a new account. This is theft. There is no justification for charging $150 to open a new account for a mutual fund that was purchased over a decade ago. These guys found a way to get away with theft. I'll fight this, but have little faith that I'll get my money back. I'll never do business with Edward Jones again. I'll never trust them again. Their reputation is garbage now. This feels like some kind of mafia style extortion.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.