Edward Jones - Financial Advisor: James Abarquez, CFP®|ChFC® - Stuart (FL)

alex lewis Aaron’s a fantastic financial advisor! He’s super approachable, breaks down complex money stuff into plain English, and makes you feel at ease. Whether you’re planning for retirement or just sorting out a budget, he listens, explains things clearly, and tailors advice to your needs. Highly recommend him for anyone looking for guidance without the jargon!

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Leah Holmes Mr. Junior D Corria is not only knowledgeable but also eager to get the policies that best fits your needs . He also treats you like family and not just a number . Honestly we’ve never had a better agent .

Fontil Matthew (Moncler Matt) Mr. King took my phone call today and patiently answered all my questions about the financial sector. He thoroughly explained and gave insight about the different methods and products available to me. He without a doubt addressed all my needs and I am very grateful for all the time and information that was shared with me.

Tracey Johnson I came into this store on Tuesday Morning, and Ronnie helped me. She Cashed my check that no one else would cash, not even Walmart. She was so sweet and nice.

Rochelle Spilde Recently built a home in Citrus County and Melissa helped me through the construction phase and then helped me negotiate the best deal she could with the rising cost of insurance. Excellent service!