Edward Jones - Financial Advisor: Adam Cummings, CFP®|CRPC™ - Punta Gorda (FL)

Ed Gregory Mr. Allison and his team are first rate. I have full trust in their financial recommendations and feel secure with their management of my accounts.

Gia Girl The man that runs the place was so super helpful not only helped me sell my things but gave me a whole lot more than any other place around highlands county, Jerry was his name. The way that man runs his business is how everyone who has a business should do it. Keep up the amazing work, politeness, understanding my situation with a compassionate attitude and friendliness almost leaving that store wanting to do something nice for a stranger thank you guys.

Lori Galster Great help. Highly recommend to anyone needing investment help.

Mr AyeLuhDude So every month around the same time I would go through the whole process again.(answering why do I need such a large amount in cash) Which always made me feel uncomfortable.(introvert due to poor hearing) But the reason I would draw it all out was because my card would decline and I’m looking southern, knowing it’s there. So I’d have to call the branch and raise my limit every time I had large payments. So today same thing as usual but, I was blessed to speak with ZENIA(Labelle Branch). Which simply explained that the daily limit increase was only good for 24hrs and all I have to do was sign a form to permanently increase my limit. Something so simple made my day because she understood my frustration and her patience and professionalism towards problem solving is top tier.

Eagles Pride RV Sales Very satisfied with WMA team. Always professional and diligent. Very trustworthy. Feeling great about the direction we are going with our business.

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.