Family One Source - Callaway, Florida

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 6128 E Hwy 98, Callaway, FL 32404.
Phone: 8508951024.
Website: familyonesource.com
Specialties: Financial planner, Family service center, Financial consultant, Insurance broker, Investment service.
Other points of interest: Identifies as veteran-owned, Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 251 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Family One Source

☎️8508951024

⏰ Open Hours of Family One Source

Monday: 10 AM–6 PM
Tuesday: 10 AM–6 PM
Wednesday: 10 AM–6 PM
Thursday: 10 AM–6 PM
Friday: 10 AM–6 PM
Saturday: Closed
Sunday: Closed

Introduction to Family One Source

Family One Source, a prominent financial planning and service center located at Address: 6128 E Hwy 98, Callaway, FL 32404, has been providing exceptional financial consulting services since its establishment. Their contact details include a phone number at 850-895-1024 and their official website can be accessed at familyonesource.com. This veteran-owned and women-owned business offers a wide range of financial planning, investment services, and insurance brokerage services.

Specialties and Services

The specialties at Family One Source include:

Financial planner
Family service center
Financial consultant
Insurance broker
Investment service

In addition to the listed specialties, the company is known for its online appointments, onsite services, and wheelchair accessibility, which includes a wheelchair accessible entrance, parking lot, and restroom. It is recommended to book an appointment in advance for a more efficient service experience.

Opinions and Reviews

With an impressive 251 reviews on Google My Business, Family One Source boasts an outstanding average rating of 5/5, which speaks volumes about the quality of their services. Many clients praise the friendly, knowledgeable, and professional staff, such as Kiersten, who not only makes financial planning accessible but also ensures a comfortable and enjoyable experience for each client.

Conclusion - A Highly Recommended Service

👍 Reviews of Family One Source

Iris L. S.

5/5

Kiersten is so helpful and knowledgeable! She really makes me feel comfortable with asking questions so that I can understand all of the information we’re going over. While she’s very professional, she is also incredibly friendly, kind, funny, and personable — my husband and I enjoy working with and learning from her.

Kori R.

5/5

I had such a great experience with both Kiersten & Ryan. I feel like they both went out of their way and took so much time to personally explain things to me multiple times and answer each and every one of the tons of questions I had about various things such as my TSP, reading AND UNDERSTANDING the items on my LES, the way taxes are taken out of income, rental property tax assistance, financial tips when exiting the military & ways to increase my income stream later in life. They even went above and beyond to help review a policy I had elsewhere so I better understood what I had signed up for without ever pressuring me to sign up for anything they offer. I genuinely felt like they cared about me and making sure I understood this stuff that we are NEVER taught elsewhere. Highly highly highly recommend them!!

Ashley G.

5/5

Samuel was amazing and very knowledgeable. Any questions or concerns, which I had many being that I’m dealing with my personal information, he was very nice and made my tax process super easy! Helped me with a SUPER AFFORDABLE and great benefits life insurance and also made me and spouse feel like we were in a judge free environment while we were discussing our financial situations! RIGHT NEXT TO BASE AS WELL AND WORK WITH ALL MILITARY!!

Bella M.

5/5

Kiersten is amazing, helped us before Christmas with setting up insurance / reading a LES properly. Now we know you can get tax help for 50$ thru Family One Source. #sponsored

Thank you Kiersten for the tremendous help, we will definitely have our amazing 1 hr laughs and talks every appointment now.

Diomary R.

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.

Kristin K.

5/5

Kiersten is fantastic! She takes the time to explain everything super in-depth and review all the numbers. She has answered every question we’ve had with ease and patience. I’m so excited about diversifying our retirement assets and feel so secure in our choices thanks to her. We are so so so happy we joined the family one source fam!

Jeffrey M. J.

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.

JP I.

5/5

Kiersten was really prompt with giving us updates and answered all the questions we had. Very reassuring and great to work with! Definitely recommend!!!