Banks Carroll Group Wealth Management Advisors - Gainesville (FL)

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.

Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.

Gerard Kelly I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while

Carl Bill (Bill Carl Voiceover) Joel is not only an excellent financial advisor, hes a tremendous resource when it comes of related areas like estate planning and the ins and outs of starting and maintaining a business. Not only does he handle our accounts but that of relatives weve referred him to. Bottom line: Hes honest, candid and hes grown our money. End of story.

Tyler Gainey Staff are helpful and friendly.

Liam Cary Camron Varney with Central Wealth Management is extremely knowledgeable and professional. He takes the time to understand your goals and explains everything in a way that’s easy to follow. It’s clear he truly cares about helping people make the best financial decisions for their future. I highly recommend him to anyone looking for a trusted advisor.

Victoria Dean There were no ambiguous terms or hidden costs associated with the J H Finance company loan, in contrast to other lenders. I felt informed at every stage of the financing process, which was simple.