Burse Wealth Advisors - Gainesville (FL)

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Rochelle Spilde Recently built a home in Citrus County and Melissa helped me through the construction phase and then helped me negotiate the best deal she could with the rising cost of insurance. Excellent service!

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Page Reynolds Very AFFORDABLE and great service. She is freindly ,kind,and helpfull. it was such a blessing to find her to do my husband and Is taxes . She went out of her way recently to help me and print a copy of my w2 . Highly recommend!

M M Not very available, and will not make time to advise you if you don’t have enough money for him to play with. Passed me off to a scammy online services account because I didn’t have a large enough income for him to care about me or my finances

Ole Dan Tucker The Tellers are Very knowledgeable in their duties,willing to assist you in ANY way possible,always friendly and always thorough. Have recomendended to ALL friends and Family, A GREAT BANK INDEED...

i pm Nice, very well maintained, historical building.