Family One Source - Callaway, Florida

Family One Source es un centro de servicios familiares y planificación financiera ubicado en 6128 E Hwy 98, Callaway, FL 32404. Puedes contactarlos al teléfono 8508951024 o visitar su página web: familyonesource.com.

Este negocio se especializa en ser un planificador financiero, consultora financiera, corredor de seguros y proveedor de servicios de inversiones. Además, es importante destacar que Family One Source se identifica como un empresario veterano y como una mujer empresaria.

Family One Source cuenta con diversas características que lo hacen destacar. Uno de sus puntos fuertes es que ofrecen citas en línea, servicios en el lugar y están equipados con entrada accesible para personas en silla de ruedas, estacionamiento accesible para personas en silla de ruedas y sanitarios accesibles para personas en silla de ruedas. Además, es necesario concertar una cita y se recomienda hacerlo previamente.

Este negocio ha recibido excelentes opiniones de parte de sus clientes, con un total de 228 valoraciones en Google My Business y una opinión media de 5/5. Los clientes han elogiado el servicio personalizado y la atención detallada que brindan en Family One Source.

Opiniones de Family One Source

Diomary Rodriguez

5/5

Kiersten was amazing!! She was so informative and made us feel confident navigating the in and outs of potential investments/savings. We feel more empowered to make financial decisions and like we were included in the information rather than having it just told to us. 100% recommend to anyone looking to plan appropriately for the future. We are so thankful and excited to have her as our guide from now on.

Jeffrey Morgan Jr

5/5

Kiersten is great. Both times I’ve had an appointment with her, she’s laid out the short and long terms of so much financial knowledge for me. From setting up a a simple month to month budget to helping me for the first time in my life have larger multi year investment & savings opportunities.

Dokota Dunn

5/5

Fantastic job, She is very knowledgeable in her field very well spoken n interactive. She was very funny as well. Wasn't just a boring sit down and look at paper. She was interactive n talkve On life within connection with what we were going Though.

Alyssa Faircloth

5/5

Kiersten is BEYOND our expectations!! She was very thorough and explained everything for us. As a younger couple, she was able to explain how important it is to understand our benefits and future planning. Give that girl a raise!!

Elizabeth Stoute

5/5

Kiersten has been wonderful to work with! She’s very thorough with explaining everything we need to know. We were referred by a friend, and are super happy we scheduled with Family One Source for our tax and financial needs.

Malcolm Brel

5/5

I had a great experience with Lael Reed who took the time to clarify and review my financial goals. Her expertise and clear communication made me feel confident and more knowledgeable.

Ian Crider

5/5

I agreed to have a sit down talk about finance to get the free gift card, but I was pleasantly surprised. Me and my wife learned a lot and actually got a savings plan set up during the talk. Kiersten is very knowledgeable and personable. She was super helpful and we are very grateful for her walking us through everything. I would recommend having a sit down with her to anybody.

John Hopkins

5/5

Ms. Reed was amazing and so knowledgeable. This is valuable information that I wish I had received after joining the military. A real no BS look into your financials and give you steps to take to better your future.