Edward Jones - Financial Advisor: Adam E Bornstein, ChFC®|WMCP® - Tavares (FL)

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Lisa Blackman As a person who has not had Insurance in many years I want to reach out and thank Cindy Figueroa and Jimmy Adams for helping me today to get insurance with Florida Blue. These two individuals went far and beyond to make this process a easy process. This is a major blessing and a big stress relief since Im a 60 yr. old female who can now take care of things I have put off for many years because of finances. Thank you Cindy and Jimmy my prayers have been answered. Sincerely Lisa

Kim Taylor I opened an account here recently and needed some help with a check hold. Jasmine was extremely helpful and professional with her assistance. Thank you Jasmine and your staff :)

Amanda Ruiz I walked in, I was immediately greeted by a friendly salesperson who asked what I was looking for. They patiently showed me different cars, explaining the features and benefits of each. They werent pushy at all, which I really appreciated.When it came time to talk numbers, they worked with me to find a deal that fit my budget. They explained everything clearly and made sure I understood all the terms. I felt like they really had my best interests at heart. The whole experience was smooth, and I drove off feeling confident and happy with my purchase.

Shane Adams I called with an investment question and although I have not yet used Lyons Wealth Management as my advisors, Tom was more than helpful and answered several very detailed and complex questions. Ifthis is the service they give random potential customers, I have to give them a strong recommendation.

Janice Kuhns Wonderful people that helped me out with food. Thank you so much you dont know how much this means to me at this time in my life. Disabled and newly devoiced Im not doing very well. I was suppose to get the riding lawnmower only it doesnt run. With MS Im not suppose to get hot Im mowing almost everyday with a push mower thats been loaned to me. Thank you so much with the help Im going to call Monday, because I was told that its set up so you could come every week? Or is it month? I guess Ill find out

Amber Knoff The Best Customer Service! Open on Saturday’s Lobby & Drive-thru. Big Truck friendly drive-thru!