Edward Jones - Financial Advisor: David Caraway - Bushnell (FL)

Jeff Rogers Lolita and her staff are extremely knowledgeable for all of your tax needs. Always helpful.

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Patricia Sublett Very friendly and helpful with the best prices by far within a 100 mile radius.

Jenni Cruz I’ve been banking with Addition Financial since they were CFEFCU and I must say that the best service is at the 708 Vine Street location. Mr. Riccardo Larose always remembers his customers and greets them with a warm smile while offering helpful advice! Thank you

Kelly Lyons I have been with i think financial from day 1 When it was initially called oculina! Manny has helped me along the way from fort pierce to stuart. The whole staff at the stuart location are friendly and helpful. Its a great credit union to join .

Vipul Modha Kimber and his team at RE Financial Service have helped us for multiple property purchase and refinancing transactions, and its always a pleasure to work with them. Smooth deals for our financing needs with great rates and the team is always available for any questions. Well organized team.

Manuel Goberna Mr. Lydon is very knowledgeable, treat you like family, looks for his Clients best interest and call you at least once a month

Lynn Bain Andreas Heinrich, CPCU®️ has been my financial planner for the past 5 years, and I have been extremely happy with him, his team their services. They are incredibly knowledgeable and experienced in all areas of financial planning, and they have always taken the time to understand my individual needs. They have provided me with clear and concise advice, and they have helped me to reach my financial goals. I would highly recommend Andreas to anyone who is looking for a financial advisor. Pros: •Highly knowledgeable and experienced •Patient and understanding •Takes the time to understand your individual needs •Provides clear and concise advice •Offers a variety of financial planning services Cons: • Absolutely none!