Edward Jones - Financial Advisor: Grayson H OCain - Bartow (FL)

Christopher Artwohl Amazing staff here and very helpful!!

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

Emily Jiles My experience has been phenomenal service, top notch professionalism, and peace of mind. Mr. Hargreaves has done an amazing job helping me get my plans together for the future. Thank you for all you have done to help me and my family!

cherri case Working with Rose is amazing. She is very attentive and always makes me feel important. She and the rest of team Ellisor, Trotta & Associates are very professional and welcoming. Rose calls to check on me all the time and I appreciate her thoughtfulness while I am going through a difficult transition in my life. Thank you Rose.

American Dude The big firm broker on Sanibel...great guy.

Lulu Jenkins Theyre such a great company. Got me into a car that I wanted and was very patient with me. I enjoyed my time here and I hope everyone will come see them and give them a try

Tara Hildebran Rebekah was professional and helpful in getting quotes on vehicle and had policy written quick. Great service & prices.