Cala Financial Group LLC - Ocala (FL)

Charles McChristy An excellent school! Some may not like it because you actually have to do some work, but the staff is terrific and always there for you. You dont need to make an appointment, 9 times out of 10 they have seen me right away. One of the greatest features is FREE TUTORING!

Lugnut The Chocolate Labrador Retriever I must say going to this location is such a pleasure. All that work there are so kind and professional and they all greet you with a hello and smile when you walk in the door. Bob, Trenton and Sean I have had my last few visits with, they all are so Wonderful! Bob and Trenton have been helping me for awhile now and because of them is why I love going there. Their smiles light up the store. Bob and Trenton are very caring, great personalities, very helpful and fair with transactions. Speaking to them two on all my visits they both are so humble. Been in other locations, but this one by far is worth the drive even if you do not live in Titusville.

Dale Kieffer Such a great place to deal with your insurance needs, Beth is wonderful knowledgeable associate and will get you everything you need

Lauren Buchman Derek and his team are awesome! We had questions several times when looking into his services and he looked at what was best to fit our needs and explained everything so well. He is very knowledgeable in what he does. He has a great support team! Thank you Matt for confirming meetings and making sure we had the zoom links. We definitely recommend Derek!

Lori King What can I say about Kevin and his wonderful staff at Edward Jones? Back in 2017 when my father passed away. I inherited. some money. A good friend had recommended me to Kevins company. I called and they got me in right away. Im not one to rushing into things, however after speaking to Kevin I knew this was someone I could trust and felt comfortable with. He was very patient with me and explained things very clearly for me to understand. It has been over six years since Ive been with this company and couldnt have made a better choice. If it wasnt for Kevin, Katie or Tina I dont know how I could have gotten through so many ups and downs in my life. Im truly blessed to be a part of such a wonderful company and to be treated like family. What a great amazing feeling. I would highly recommend you give this company a chance. My life is so much better knowing I can trust someone who has my best interest at heart. Thank you, Kevin, for everything you do. You really are the best. Love you guys.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Barbara Metivier Very knowledgeable & informative financial Edward Jones advisor. Takes individual customers situation & ensures they are comfortable with overall decisions & growth.

Gabby Ross Susan was so great and helped us understand how everything we needed worked

Stephen Ridiculous in getting an appointment. It was a hassle for my 93 yo father to join me. $4 million to invest so I went elsewhere. Your comments below Mr. Renzy are WRONG. Your telemarketer would not let me bring my father to join me for ANY appointment. THEN I got upset as I had a good reason for it. He wanted to learn and invest too and cannot drive. Ludicrous!!!