Edward Jones - Financial Advisor: Allen W Farr - Crestview (FL)

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful

Treasure Vest Working with Keith and his Team at 8 Flags Home Loans has been a true pleasure from start to finish. Keith took his time with us and made sure we got the best loan for our needs. The process was very quick, with no issues. Keith and his team were easy to reach, and always willing to go the extra mile. I would highly recommend 8 Flags Home Loans to anyone I know. Thank you Keith for all of your hard work and dedication to myself and my husband throughout this process!

Winston Ward I want to recognize Alicia for her outstanding service. She is always responsive, caring, and attentive to detail. What stands out is how she listens with genuine understanding and makes every visit feel important. As a young business owner, I appreciate her professionalism and how she goes above and beyond to make banking stress-free. It gives me confidence knowing that whenever I walk in, I’m greeted by her friendly smile and excellent service.

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Danny Gutierrez Rulbert made the whole experience seamless and efortless. His professionalism went above and beyond encompassing the core values of Oportun to the fullest. Great job! Cheers.