Edward Jones - Financial Advisor: Cale M Gilliam, AAMS® - Sebring (FL)

Gavin Bryant I’d like to thank Rose for giving such excellent service. She made opening a new bank account a lot less intimidating. Incredibly informative and kind as well.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Elizabeth Buchanan Haney Accounting is the best firm to support your small business! Their expertise and consulting services have been a game changer for my businesses! If you are a business owner in Fernandina Beach, I highly recommend you reach out to Haney Accounting for all your bookkeeping and business consulting needs!

Kimberly Foley Accounting at its finest! The staff is responsive and educated. Any questions or concerns you may have are discussed and a plan is put in place to accomplish your accounting goals. Rita is wonderful at explaining accounting in terms that are easily understandable and helpful. Highly recommend for your accounting needs.

janet fortune Ashley Troutman was informative and more than helpful.

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.