Edward Jones - Financial Advisor: Alberto Bonfil, AAMS® - Lakeland (FL)

dorothy laun steve takes a personal approach to your concerns and handles your account as he would a family member. very professional and caring.the most appealing quality is his outlook and ability to get you the most for your money with keeping you in the loop so you can feel good and relax that you are being taken care of. I would and have recommended him highly .

Norma Engle I love my little hometown bank. The nicest people you will ever meet. Service is awesome.

Brendan Tate Most of the bad reviews are people that didnt qualify or didnt like the fact that they were given health insurance for free and needed more. This place is wonderful. The staff may come off a bit stern, but they have to be QUICK and they see SO MANY PEOPLE in a single day. They truly are wonderful people that work there, they are just busy! I will say that there can be long wait times (because, again, tons of people), so I HIGHLY SUGGEST setting an appointment for as early as you can get (I believe around 8AM) so you can get in quick.

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.