BNY Wealth Lake Mary FL - Lake Mary (FL)

Brad Tilghman Walter provides sound guidance on market conditions. His years of experience are a valuable asset to anyone looking to invest in the market. Glad to have him in Port St. Joe!

Rick Gonzalez Fantastic company. Highly recommend the services of these individuals. Eugene Rodriguez is my advisor and extremely professional, personable and grounded to your needs!

Tom Turowski Great people, great accountants. They understand the twisted tangled terms imposed by the gov’t and can untangle them to your benefit to the limits of the law!

Francisco Beltran Working with them was very simple, and they were transparent with all parts of the project. The best part is that despite several setbacks, they were still able to deliver an amazing 50% ROI! I am looking forward to working with Arvin and KGB Realty Investments in the future.

dannyp1 Extremely helpful, knowledgeable and friendly,great experience.

Jordan Tompkins Parker & Pam are awesome at what they do! If you need to invest your money into any sort of 401K, Roth IRA, etc etc go see them!!! They know their stuff! Excellent office with great customer service, the best I’ve came across in a long while. Highly recommend !!

Tracy Berg Highly recommend Harry Henning with Edward D Jones for all of your financial investment needs. We have been with Edward D Jones for over 25 years. Harry and his assistant, Ashley have been there for most of that time and we recommend them to everyone. In addition to doing very well for us, investment wise, they are always available when we have questions and take care of you like family! If you are just starting out or just looking for better customer service, look no further.. they are the best! Thank you Harry and Ashley, for all that you do!