Edward Jones - Financial Advisor: Alisa S Epperson, AAMS® - Lake City (FL)

Jackie Besson Great financial people!

Dominique Spaur **HIGHYLY RECOMMEND** Adam is always available, and is knowledgeable. He has helped my husband and I with my real estate business, our rental properties, and other business ventures. If youre looking for a CPA, he is who I recommend!

Lauren Mullinax I really appreciate the knowledge that Tre Warren, Brett Ewing and the others at First franklin have educated me over the years about my professional investments. They are an incredible team of people and very knowledgeable. They have taken very good care of my family and made us feel confident in saving for retirement and our goals for our financial needs. Ive recommend this company to many of my friends and will continue to do so.

Judy Frost I am very pleased with Eagle Harbor Advisors. Girish Navare has always taken very good care of me and I trust his expertise. All of the staff I have met have been very friendly, knowledgeable and professional. I am grateful to be associated with Eagle Harbor Advisors.

Robbin Taylor This has been my primary bank for almost 10 years but I’m about ready to switch to another credit union. This new update is terrible. I can’t send money to a new e-mail or phone number through Zelle until they approve it..that’s ridiculous. A few weeks ago they also printed my new debit card incorrectly and I could not set a pin or use it and had to come back in to get another printed… again this is my primary bank so I didn’t have access to my money for hours. You call and they make you wait hours for a call back to speak with their “debit card” department. I think I’ll be going over to Tyndall or Innovations due to all the technical issues this bank has and dumb security measures. Update: PCU reached out to me and corrected the issue. The customer service from Keith Herrick and Shannon Williams was great. I am now able to send money as I please without restrictions. Thank you again!

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Bhavu Patel Very nice worker and people

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.