Ameriprise Financial - Ocala (FL)

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val

Hernandez Enrique “Iker” Today I was issue with my debit card but the lady Nancy very friendly helped me in my issue. This branch have a family and atmosphere friendly and very quick attention. Thanks a lot

Lee Curtis I was having a problem transferring a small amount of money into an inherited IRA. Renato M. Boac went over and above to solve my problem for me. I cant ever remember getting customer service at such a high level. Thank you!!!

Jon d Very knowledgeable, looks for unique opportunities on a person by person basis. Very up-to-date with the latest investment trends and products.

Wes Nowling Very nice folks top of the line when it comes to being customer friendly.

Wade Lehman It was the most hassle free experience I have ever had concerning applying for a loan. In less than two hours from calling to having money in hand. A big thank you to our loan officer Tina Hart at the Milton Fl branch office, thanks to you I will always use your company for any future financial needs I may have.. !!!

Darius Caswell I received exemplary professionalism from Howard Lawson in preparation of new home insurance policy. I would recommend JD Insurance providers to everyone, who has interest with a firm that streamlines home insurance coverage that meets the needs of their clients, and an insurance representative that embraces consummate customer service.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

nancy n Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!