Edward Jones - Financial Advisor: Eric V Blamick - Eustis (FL)

Lis Ber They send unsolicited mail offering loans for secured rates. They do not stick with the offered rates. They then will have at the minimum, 4 different companies calling you trying to get you to let them run your credit as well. Oh and for the record, you will have to file a dispute against Prudent and their affiliates because they will place hard hits on your credit file even though they say that they wont. I will assume that this is a secondary lender that preys on people with poor credit but I cant imagine that there are not better and more ethical companies out there, no matter your circumstances. These people should be fined multiple times and investigated by the Consumer Financial Protection Bureau everytime they do this to someone. You can report them online.

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

Iliana Joulwan I run a small marketing agency, and when one of our major clients delayed payment, we found ourselves in a cash crunch. This Merchant Cash Advance helped us bridge the gap and avoid laying off staff. The process was very efficient from application to funding took about 48 hours. Their support team was communicative and made sure I understood the full repayment structure.

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.

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!