Excellent customer service! Kristi, the State Farm agent, spent 32mins on the phone with me working…read moreto get my premium down for my car insurance. She was patient, caring, and was in no hurry. Kristi got my premium down and I couldn't be happier!!!

They work hard to get you the best price for auto & home insurance. They are very helpful in…read moreexplaining everything you need to know

I dont have a policy with them and I was with a different State farm office not knowing I could get…read morediscounts for bundling home and car at my same office. When I spoke to a very nice lady, Haley Johnson, trying to get home owners insurance she could have easily just given a quote just to get the business but she chose the correct honorable way by informing me that she could do it but I should stay with my current State farm (not them) I was very impressed with that and think that should be said to let people know this office at least at dignity and honor enough to look out for peoples best interest even if they lose a prospect.

We had such a pleasant experience going through the mortgage process with Dan and his team. Their…read morepersonal attention is so reassuring during a time that can be extremely stressful. They provide excellent customer service and make you feel like family. We highly recommend them for your mortgage needs. A great company to deal with!

Starting the process of buying a home after not purchasing since 1986 was so different. Jim and…read moreChristy made getting a mortgage so simple. They walked us through the whole process. Highly recommend them for all your Mortgage needs.

Jim and Christy were absolutely amazing for both the mortgage and our insurance! It was our first…read moretime buying a home and will be back again if we decide to buy another house! I highly recommend waters edge for everything, they make it a smooth, hassle free process and were able to answer any questions we had!

I would strongly recommend using a different provider. Our experience was with a careless agent who…read morenever sent documents we needed to sign, any time we needed to make change the agent was never in the office, and never completed a request without multiple phone calls.

Having lived in Sarasota for 30+ years, I have used a number of Insurance brokers. Most have…read moredecided that, once they sign you up for a policy, they don't need to have another contact, other than the seemingly obligatory calendar and a renewal notice, which makes me feel as if they don't actually care anymore, (I don't think they do)! Then I was recommended to Lakewood Financial. The level of attentiveness and service, I have received is exceptional, with the unobtrusive occasional emails/calls, asking, for feedback, (they do actually listen as well), to questioning if there has been any life changes, (which may require reevaluation of coverage, both up and down). Upon being dropped, along with the rest of Florida, by my Homeowners carrier, which I obtained prior to my Relationship, with Lakewood Financial. I contacted Mark Holley, who feverishly obtained replacement coverage, in a much needed expeditious manner. He didn't just stop at obtaining the coverage required, with time now on our (his) side he then went above and beyond, to secure equal coverage at a far more economical rate. He did this out of his own volition, not at my request. Having asked me if he could do this, knowing that the "temporary emergency" coverage, was somewhat more costly, than the payments to my prior carrier. I have since, as policies for various coverages come due, been migrating all of them over to Lakewood Financial. I have also been very vocal in recommending them to friends, knowing that they will also be well served. I am also happy to say, I have yet to receive and unwanted calendar from Lakewood Financial!

I highly recommend putting all your tax concerns and problems on the capable shoulders of Jenn. She…read morehas been doing taxes for years and knows how to navigate through the endless sea of tax codes and regulations. I have a number of technical tax issues including, rental income, depreciation tables, K-1s, W2s, 1099s, etc and Jenn manages their complexities and explains them in a way that makes it all seem very simple. If you have been frustrated with your current CPA like I was, try the Tax Office in Parrish. You will be glad you did. Ben J

I highly recommend this agent/insurance. I have auto and rental insurance. The service is…read moreoutstanding. Thanks for all you do to keep me protected.

this is the greatest insurance agent ever and in moving from ca to il to fl i have met with quite a…read morefew. they underwrote my car insurance as well as overseeing my life and for that i am very grateful they listened to each email that i submitted and when i had a fear about an expired license tag plate from ca they said not to worry that fl dmv would take care of the change from ca to fl which was done so incredibly well they are there for all of us who live in this region so if you are without a reliable agent here in central florida go and get to know this dedicated staff. because of them today i have my fl plate finally on my car and the right amount of car insurance for the value of a very old vehicle! thank you again state farm of apollo beach! "like a good neighbor state farm is there" and for me they always have been since i moved here from out of state!

I highly recommend this down to earth professional financial advisor. It is not easy nowadays to…read morefind someone who looks out for your best interest and not just someone looking to make money for themselves... Martin is very professional , he covered all the major details in order for us to find the proper product for our family. I am very comfortable doing business with him , we have since added many more products including college funds for our children thanks again to Martin Ballestero.