Edgewater Wealth Management of Raymond James - Fernandina Beach (FL)

Michelle Wolfe The bank staff here are friendly, knowledgeable, and very professional. I stopped in without an appointment to help my dad, and they were extremely helpful and efficient. Everything was handled quickly and with care, which made the experience stress-free. I highly recommend this branch for anyone looking for excellent customer service.

Thomas Coonerty Materetsky Financial Group has been an incredible partner for me and my family. Joe Carpenito manages the assets of my entire immediate and extended family, and the level of care and personal attention they provide is outstanding. Every time I call, they all know me by name and I never feel like just a number—they truly make me feel like family. I highly recommend them to anyone looking for trusted, long-term financial guidance.

Jennifer Helms I received a phone call from this company to schedule delivery but before they scheduled my delivery the girl on the phone asked me how we were going to unload the parcel from the delivery truck. I asked her why she was asking me that. They had been hired to deliver the product so it should be their responsibility to get it off the truck. After she put me on hold and had a conversation with someone there she came back on the phone and said they could deliver it and that we would not need anything to get it off the truck. We then scheduled the delivery time and again she mentioned something about having a way to get it off the truck. I again told her they were hired to get it off the truck so the expectation was that they would do just that. The delivery was set for 3pm on Tuesday. I was told someone had to be there so we took off work to be there. No one showed up. I called at 3:30 and they said it was next on the delivery and would be there in 20 minutes. At 6pm they still were not there. At that point they said 45 minutes. I then get a call at 7:11 from the company saying if you still want it delivered we can come deliver it now and be there in ten minutes or we can reschedule. I said we have taken off to get it today. We want it delivered. So at 7:30 the product that was supposed to be delivered at 3 was delivered. I would never hire this company to deliver anything.

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.

Jimmy Dean Great tech and customer support. Easy to work with.