Edward Jones - Financial Advisor: Elizabeth Oros, ChFC® - Melbourne (FL)

Carol Burch Great auditorium for college and community events such as graduation ceremonies and annual dance recitals.

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.

Thomas A (Jahmakean) NEW Location !! Ok, let me start by saying that Mary Beth and her staff are all superstars. They will take the time and patience to resolve any issues that you may have with your taxes. I have been a client for over 12 years and would not trust anyone else to handle my taxes. On many occasions they would ask for additional information or documents that I would not have thought about, their thoroughness to make sure all essential documents are submitted is beyond any other person that I entrusted with my taxes. I have not lived in Key West for about 10 years but consistently and easily submit and sign all documents with ease. Thank you guys.

John Preston Ive been working with Will and Bill for years. They really cater to their clients and offer some unique strategies to grow wealth. Looking forward to my early retirement.

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Kay Purvis I was introduced to Patrick at Landing Financial Group and then went to a dinner meeting to learn more about the firm. Its close to two years now since I made the decision to partner in investing with Landing Financial. Im a senior citizen and it was time to gather my assets under a professional directive to gain the best outcome for me. My goal was not to run out of money and to live as independently as possible. I have been more than pleased with the outcome, the availability to call and speak to Patrick reassures me of my decision. Finally retired and enjoying the fruits of my labors!