Family One Source - Callaway, Florida

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 254 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

Located at 6128 E Hwy 98, Callaway, FL 32404, Family One Source stands out as a premier financial planning and family service center. With a veteran-owned and women-owned business designation, this company prides itself on its personalized and comprehensive services. For those searching for expert guidance in financial planning, insurance brokerage, investment services, and more, Family One Source is a beacon of reliability and expertise.

Key Features and Services

- Financial Services: As a financial planner, Family One Source offers tailored financial strategies to meet individual and family needs. Their financial consultant services ensure that clients make informed decisions about their financial futures.
- Insurance Brokerage: With their insurance broker services, the company helps clients select the right insurance policies to protect their assets and loved ones.
- Investment Services: For those looking to grow their wealth, Family One Source provides expert investment service advice.
- Additional Services: Their Family Service Center offers a range of support, from onsite services to online appointments, ensuring convenience for all clients. Accessibility is a priority with a wheelchair accessible entrance, parking lot, and restroom, as well as a restroom available within the premises.

Appointments and Reviews

To secure your personalized consultation, it's recommended to make an appointment. Family One Source's flexibility includes both online appointments and in-person visits, ensuring that you can choose the option that best fits your schedule. The company has garnered a stellar reputation, evident from the 254 reviews on Google My Business, with an impressive average rating of 5/5. Clients rave about the exceptional service provided by staff like Kiersten, who is not only professional but also friendly, kind, and personable.

What to Expect at Family One Source

Prospective clients can anticipate a welcoming environment designed to make them feel comfortable and informed. The business's commitment to accessibility and inclusivity is reflected in its facilities and services. Whether you're seeking guidance on your financial future or looking to plan for your family's needs, Family One Source is equipped to provide the support you require.

Recommendation for Potential Clients

If you're in the Callaway area or planning a visit, make sure to explore Family One Source's comprehensive services. Given their high customer satisfaction ratings and the personalized attention they offer, scheduling an appointment is highly recommended. Visit their website familyonesource.com to learn more about their offerings and to book your appointment online. Don't miss the opportunity to experience the expert guidance and supportive atmosphere that Family One Source provides. Your financial future and peace of mind are worth the visit.

👍 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.

Matthew M.

5/5

I’ve trusted Ryan Beatty at Family One Source near Tyndall Air Force Base with my family’s taxes for the past three years, and I couldn’t be happier with his service. Ryan is incredibly knowledgeable and professional, always taking the time to answer any questions I have with clarity and patience. The office itself is top-notch—clean, modern, and welcoming. I wouldn’t dream of letting anyone else handle our taxes. Highly recommend Ryan and his team!

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!!

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!!

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.

Josh T.

5/5

Kiersten was super friendly and made me and my wife comfortable to be able to get a high yield savings account started as well as get Max funded universal life plan started as well! Amazing at explaining at all the details we needed to know!

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!