Daniel York - TIAA Wealth Management Advisor - Gainesville (FL)

Molly Pflueger Very professional and exact... well explained material. Plus a very friendly office.

Nikki Cooper They treat me with respect, and are very thorough. Results with Shands are usually same day. I have access to my chart at all times.

Tracy Kerby Wonderful service!

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

Avi Had a situation come up and needed money quickly! Michelle and Tina were so helpful in talking me through my options that best fit my need. Both were professional, friendly and knowledgeable in the products are services offered at the Quincy location. Their willingness to go above and beyond for each customer that walked through that door didnt go unnoticed.

Cody Payne Was in a pinch, and they helped big time. Also, I needed some help and Nicole called me. She was amazing. Super nice and very helpful. Thank you for that, Nicole!

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Jules Holtzclaw I had an amazing experience at VyStar thanks to Mason L, who went above and beyond to help me. From the moment I walked in, he was kind, professional, and genuinely cared about making sure all my questions were answered. He explained everything clearly, was super patient, and made the whole process easy and stress-free. You can tell he really knows his stuff and takes pride in what he does. People like him are the reason I keep coming back to VyStar. Thank you again for the excellent service!

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