Edward Jones - Financial Advisor: Andrew J Kocisky - St. Petersburg (FL)

5 /5 Andrew Kocisky: Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

5 /5 Mike Mastry: Over the years Mastry Law has referred several of our estate planning clients to Andrew Kocisky for guidance concerning their financial planning needs. Andrew and his staff are extremely knowledgable, friendly and easy to work with. They take the time to get to know each client on a personal level so their unique concerns and financial planning needs can be addresses in a manner that fits their individual situation and achieves their specific goals. Weve referred clients to Andrew and his team who have several million dollars in assets, those who are just starting to save for the future, and those entering retirement who are concerned about outliving their savings. Without fail, each client that weve referred is very impresses with Mr. Kocisky and thanks us for the referral. We will continue to refer clients to Andrew Kocisky and we highly recommend speaking with him if you have any financial planning needs.

5 /5 Janice Burdick: Andrew and Suzanne are a great team. I was impressed by their knowledge, professionalism and especially their ability to understand not only what my financial expectations were -but what I had in mind for our family going forward. Personal touch is exceptional! J