Avonda Wealth Management of Raymond James - Stuart (FL)

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Ariel Loftis Shane is amazing! He signed me up for a checking/savings account. He is super helpful and informational. I am very impressed with his customer service skills! He needs a raise

Lara Private didnt cover 60% of a cleaning and xray! run of the mill stuff. before i got this paperwork today i just one one tiny filling. cant wait to see what they dont cover for that. cancelling it tomorrow. ill just pay out of pocket for cleanings and xrays. terrible.

Ronnie Lang Cidney Woods went above and beyond with her services! She was quick, precise and on point with the Information she provided. Cidney Woods gave me the best Grow Financial experience and I will recommend any Grow Financial customer to talk to her because that is one of a kind top notch service.

John Brackett Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.

Dan Vital Great experience. Totally professional and exceeded expectations.

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!