Edward Jones - Financial Advisor: Broc A Valdez - Brooksville (FL)

Gautam Bazaz Great advice, focused on the long term, helped me with both financial and life planning.

Wade Gillespie Kaori gave us great information, explained everything very clearly. We feel very confident, going forward with her helping us with our financial future.

Rene Paez Elite Financial and specifically Jerry are very pleasant to work with. I have found that not only is Jerry very knowledgeable about various financing situations, but he also does not beat around the bush, which is a breath of fresh air. He is a man of his word and always delivers as promised. I have also found that Elite Financial has several unique financing options that I have not seen anywhere else. Thank you Elite Financial for doing such a good job.

Reese Horstman I dont think I could say enough good things about this credit union. This is my second auto loan with them and my first time ever refinancing. I was in and out in 30 minutes (my girlfriend wasnt even done in Ulta yet..) The staff is super friendly and knowledgeable. I will definitely be back when its time for my first mortgage. Of course there are only a few locations and they dont offer the hours or mobile features/perks that bigger banks do, but the rates are some of the lowest Ive seen and thats why SCCU will always be my go to lender!

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Christopher Yates We have been using the Winter Park Schwab office for a few years. We have always received promo, professional and friendly service from Eve that we have dealt with.