Avondale Wealth Advisors Jacksonville - Jacksonville (FL)

Shermara Curry Highly recommend this place. Fastest approval loan I have ever been to and experienced. I promise, you will not be disappointed

Kelly Freeman Natalia and Robin were so patient and kind with my grandmother they explained everything to her and helped her with everything. She 80 and has lots of questions as he loved sitting and talking to them and next month she will be bringing them some home made strawberry jam cause they made her feel at home we hat a great company we found to help her out thanks you to wonderful ladys

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Michelle Carter After working with a financial planner in Ohio for over 20 years, I wanted to find a local company to manage my assets. The Wynn Group were highly recommended for my financial needs. They are patient and will explain as many times as needed to make sure that I clearly understand the wealth management plan that has been recommended for me. I highly recommend these brilliant financial planners.

Gregory Schwaid Dave is highly recommended. He always goes above and beyond to help me accomplish my financial goals.

Joyce Adrian in the IRA Member Services could not have been more knowledgeable, professional and kind. Took care of a critacal transfer with empathy and aplomb.

Annie Stewart When I walked in United Community Bank I felt really welcomed and fast service, Steven Whaley,and Angie Colton was very professional and helpful also very nice and clean facility,Thank you United Community Bank for letting me be a member God Bless you All

Jennifer Mosier Lauren and Brandon were phenomenal throughout the entire process!! I thought I was already building a strong financial profile, but they pointed out so many ways to improve it! The knowledge & skill they bring to the table are outstanding. They kept everything so professional, but super convenient! I would absolutely recommend this company to everyone, especially people who think they already have a strong method in place. I was extremely impressed, highly recommend!