Cala Financial Group LLC - Ocala (FL)

Gina Edwards My husband and I have been working with Pete for years. We always feel welcomed and comfortable in his office. He has always made me feel like, no matter what, hes determined to help us make the best decisions for US.

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

Luiz Hernandez I Have been insured with them and they are really great at what they do. Sarah and Maria are both very knowledgeable in anything I ask regarding my policy. They are so amazing at giving the best customer service 10/10!! Will continue to recommend you guys to everyone!! Thank you guys for what you do.

Robert Castillo Best tax service

Tom S Amazing, knowledgeable financial consultants. I am now on my way to financial freedom!!

Karen StaleyKort What a friendly branch. Im from out of state and stopped by to use the ATM. When the machine gave me a hard time I went into the branch. I talked with four employees and spent almost an hour interacting with them. My problem was solved and I walked away with a smile and in a great mood because of them. Not just customer service, friendly neighborhood service and caring human interaction.

Steve Schermerhorn Outstanding and attentive service, excellent fee structure, solid returns.