Cynthia Robinson - TD Wealth Financial Advisor - Lake City (FL)

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

Daniela Martinez They are THE BEST. Amazing customer service. You will be satisfied and will never go to anybody else ever!!! They have been doing my taxes for years and I know they’ve got my back!!

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

Realjackass Normally Im Beyond Greatful for the Assistance They Help with For disabled persons. Or bills But little over TWO years ago I literally begged for a wheel chair ramp for my disabled mother. See Im disabled as well. We can only do So much she has been Trapped hostage so to speak in our home. But as I pretty much been told Good Luck

Fred Difruscio These folks do excellent work they’re very attentive and always answer the phone and answer questions when we ask. They respond promptly with our tax forms and other information. They have been my accountant for 45 years starting with Ellen‘s dad.

Angelia Kennedy Jason is a stellar Financial Advisor. After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices. His genius at navigating choices and building to procure the future for ones self and family allows for a better nights sleep and a lot less stress. This a business relationship with longevity, and Jason invests in you like a friend.