5 /5 Kentrell Harris: Barby is great and was very helpful and walked me through it… top team player
5 /5 Jake McFarland: Hello, my name is Jerry McFarland Junior. I stopped in advanced America this afternoon, not knowing what to expect. Miss Broadhead has taken me through so many different steps and went above and beyond to help me get the things that I needed done. Got me alone when I didn’t even think that I could get one, my phone was locking up she spent an hour Calling people making it happen working on my phone and is one of the most absolutely amazing customer service reps managers I’ve been in the hospitality business for 27 years retired and I am absolutely amazed at her professionalism. She’s a keeper and probably could use a raise and maybe even a I don’t know if she’s amazing just I just want to thank you guys for having someone like this in your organization thank you very much.
5 /5 Jil Henricksen: Tammy and Barbie are the most knowledgeable and helpful professionals. They handled my transaction quickly and smoothly, all while giving me multiple options. Definitely would recommend.
5 /5 Tammy &Gerald Powell: I’m going to say that the Customer Service at this office was Excellent and I am so grateful for The Branch Manager Tammy Brodhead who is amazing and I appreciate all the help she provides thank you so much Tammy ❤️ Tp
5 /5 Beth Tveter: Free money orders, free copies and faxes.
Everyone is wonderful here! So helpful, knowledgeable, friendly, and kind. They even told me they have a small pantry in the back for those in need. They are truly worth your time.
P J. My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley.
Sincerely-
Amanda Spector
SMH Stella M. was so nice, she helped me set up my account fast and easy. It was the end of the day but she still stayed and helped me. Thank you Stella, thank you regions!!
Javed Kapadia Soren has been managing my finances for several years and I am truly impressed with his deligence and professionalism. He always listens to my needs and someone I can trust. I highly recommend Advanced Wealth Advisors.
sheila moran At the Winter Park office, the Financial Advisers actually LISTEN to me - my concerns and goals are addressed quickly and in ways that I can understand.
Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns
David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.