Edward Jones - Financial Advisor: Heather R Harshman, CFP® - Lake Placid (FL)

Derek Stabell David and Noah are a terrific team of financial advisors and I cannot be more positive with regards to my experience with them. David has advised our family for over 10 years now. He is responsive, very talented and knows the business of investing like no one I have worked with in the past. The customer service at this Unify office is professional, prompt, friendly and down to earth.

JJ Picaso Great business that cares about the community and does a professional job.

Joshua Zarandona Michael Ehlenbeck has built an excellent reputation as a true, knowledgeable professional.

Steve B Im here with Misty and she is very professional and courteous. Misty was able to generate my loan and was definitely knowledgeable in her profession. I would highly recommend 1st Franklin with Misty involved.

Kim Sunshine Deborah, thank you for your professionalism and knowledge in handling my assets. You are greatly appreciated!

Suzanne Wright Greg Mills is a man of integrity and will be an asset to you. He can help you plan, adjust, and make progress with your investment and retirement goals. Friendly and professional, hes been a blessing to me for the last decade or more!

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Samantha Reeves This company has a very rude and not so caring lady working there. My nieces, nephew, my dogs and me were walking and needed to stop for a break to cool down under a tree and get a little water from the outside spicket. The lady immediately came out screaming at me to get off the property that I was trespassing. I tried to explain that we had just stopped for break, but the lady just kept screaming at me to get off the property and slammed the door behind her. Now this is after we done walked 20 minutes and our water bottles had ran dry. We just needed a few minutes and a little water to get us back to walking home. I dont understand why people a so rude and dont care for others. No wonder this world is the way it is. There was no reason for the lady to be so nasty, we were not destroying or defacing the property in anyway. Just needed shade and a little water. I am so mad and upset that someone can do or say nasty things to kids and/or animals in this heat.

Steven Del Nunzio Only wish I was able to give more than 5 stars. Karly Guiliano has been nothing short of amazing. Helpful, patient, intelligent, easy going, can go on and on. Michael Nieves was equally amazing at the banking center. He helped me through paperwork a local bank was requesting and actually waited for me after hours to process the deposit.....on a Friday afternoon no less. Over all experience top notch. Could not have expected more. Highly recommend both of these wonderful young people.