Emerald Coast Financial Accounts

Gina B 

on BBB

6 years ago

I enjoyed working with ****. He was very professional and informative at every step of this process. He worked hard to find us the best rate. I would highly recommend him and his company. 

Dennis and Susan C 

on BBB

6 years ago

Paul has worked with us on our retirement plans over 12 years. Our retirement funds have kept us in good financial standing. While our lifestyle is probably not as demanding as some we have an excess to live on. We are able to help family, ministries and friends in their need. Recently one annuity was not performing as well as the others Paul has at his disposal. Paul traveled hundreds of miles to go over our options to transfer these future funds to one that will guarantee a solid return. He is a Joy to work with. 

Karen F 

on BBB

6 years ago

Paul was referred to me by a good friend and I am greatful that she did. With his investment knowledge and guidance we developed a great retirement plan. I'm confident that my finances will well cover my circumstances now and the years to come. Paul has strong Christian values that carry over into his professional life. He is courteous and easy to talk with. He was there for every step and continues to be a great consultant for other financial decisions I've faced. 

Roy G 

on BBB

6 years ago

*** A. ******* **** T *** ********** Fl XXXXX I have Been Insurance agent, and Manager and self employed nBroker since 1959 , However I dident deal in Investments but had some knowledge but I wanted to find the best product for my needs I found out about Paul he assisted me in securing a program I am very satisfied with Paul is very knowledgeable And eager to help anyone find the best program for their needs Easy to reach and stays in contact with his Clients I have been a client of his for a year and half, I just made a a... read more

Maureen K. 

on BBB

6 years ago

I recently used Paul's services as a financial consultant and was very pleased with his expertise, professionalism and caring. He helped me get organized and focused on the investments that suited my financial and life circumstances. 

Mary Anne H. 

on BBB

7 years ago

I just needed help with sorting out all the papers of my accounts with Paul. He just gave so unselfishly of his time. We went through each folder and kept just the needed information. He also made a phone call in my presence to request some missing 1099 forms that did not come to my current address. It is rare today to find this personalized service. ************ 

Richard L. 

on BBB

7 years ago

We have worked with Paul for over 12 years. Before, our financial matters were "rudderless." With Paul's guidance we have mad sound investments that have grow. Now retired, my wife and I feel secure in our financial future. 

David R. 

on BBB

7 years ago

We have known Paul ******* for nine years and have been more than satisfied with his financial services. His integrity, experience, and wisdom have benefitted us greatly. Our questions are always patiently and thoroughly answered; his responses to our communications and requests are timely. We highly recommend Emerald Coast Financial.