Ameriprise Financial - Jacksonville (FL)

Margo Rust Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs!

Christie Billeter Great customer service! Kristi and Pat made the process very easy. Money was in my bank account as soon as I left.

Josh Browne ⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Lizbeth at Advance America I had an excellent experience thanks to Lizbeth! From the moment I walked in, she was welcoming, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and made the whole process smooth and stress-free. You can tell she genuinely cares about helping people and goes above and beyond to provide great customer service. If you’re visiting Advance America, I highly recommend asking for Lizbeth — she’s the best!

Daniel Marks Let me just say, THIS IS THE BEST BANK I HAVE. They out do Navy Federals interest rates, and Meagan Forehand in the Bonifay branch is THE MOST amazing representative I’ve ever worked with. The customer service is unbeatable and I really feel taken care of as a Active military member. Gosh I love this bank.

WD Dee The best Insurance Agency! Juan Ramirez did everything for me. The process was quick and he made everything run smoothly and easy. Plus I got a great low premium.

Alisha Allen Nick is the most ethical and considerate Advisor I know. When I brought my portfolio over from another Advisor, he had no problem telling me it was already performing well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.

Samantha Szentmartoni Knowledgeable, kind, and welcoming. Karen took our pile of unopened “tax” mail and made sense of it all. We will certainly be using her for all of our tax needs in the future.