Crown Finanical Consultants - Jacksonville (FL)

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you

Darius Singletary John Hess has been excellent to work with! He is not just your financial advisor but he is considered like family. Helps you understand not only what you are investing in but literally backs it up with evidence if the individual stays consistent. His assistant Daniela is also a joy to work with! Sweet and very energetic soul but very good at her job.

Matheus Da Costa Amazing Merchant services! Definitely recommend!

Marci Stowell Jesse and Sterling Heights have been amazing advisors to our family. Guiding us through inheritance, accounts for our children and our own retirement goals. Jesse reviewed other investments we had prior to him and saw no reason to move them. The genuine care for clients and honesty you get with Sterling Heights is top notch.

Lindsey Zavala Pat at Prudent Financial has been great to work with! He brings a nonjudgmental, calm attitude when reviewing finances and budgets with you. His expertise on student loans is top notch and up-to-date with all the ongoing changes happening recently with COVID. I am sooo happy with my service so far! Theyre legitimately excited when they discover ways to save you money and truly live to help people gain financial confidence. I feel a lot better knowing that Pat and the team at Prudent are helping me make the correct financial decisions! Ive already recommended someone to him and would make the same recommendation to anyone unsure.

Holli Greulich Youve carried a fair bit of our stress through our finance service. Thank you for making our new house possible. I am absolutely sure, that we could not have done it.without your help and advice.

Brittany Mills Love this pharmacy and the technicians they are understanding and very kind.

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns