Family One Source - Callaway, Florida

Iris L. S.

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.

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.

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.

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.

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.

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.

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.

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!