Edward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS®|CRPC™ - Fernandina Beach (FL)

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.

M D Beautiful office and great staff. Everyone so friendly and genuinely care. When it comes to finances, things can get little confusing. Chris has helped us and many of our friends to get to the right financial path. Thank you.

Ines Mauri I called to inquire about their services and Carmita was extremely helpful. She took the time to patiently answer all of my questions. The service in person was equally a pleasure. Thank you Carmita for all of your help.

Taylor Yancey I was looking for a Certified Financial Planner who could help me sort out my accounts and create a clear financial plan. I’m so thankful I found Kyle Kay and Sterling Wealth Management! Kyle explained everything in a way that made sense, and he designed a plan that fits my life and my goals. I truly recommend Kyle and his team for anyone who wants confidence in their retirement planning!

Cassie Hoy Mr. Corey Sullivan helped me close an old checking account and open a new one- 10/10 will continue to utilize Truist and this particular branch for all my banking needs! He was kind and called me a couple times when pending autodrafts made it more complicated to finally close the old account. Grateful for his help figuring all that out!

g abrotsky The only thing I can speak on is my personal experience and I advise people to understand what they are getting into.

Darna Leonard Clarence is absolutely phenomenal! He’s very professional, and he will get you right at a good rate! He fixed my credit, and got me health insurance when I was getting denied or very high offers out there. I’ve recommended several folks to him because he stands on business. You will not be disappointed at all! Thank you for all your hard work Mr. Brockett!