Edward Jones - Financial Advisor: James D Mashburn Jr, AFFP® - Punta Gorda (FL)

CowboyTroy AndAngelDavis I enjoy Misty doing our taxes each year. She and Pat are so helpful to answer our questions and provide information of a potential mishap helping us to make a more informed decision. The staff is always polite, will go out of their way to help get an appointment that works within our schedules and are greeted so warmly each time we enter the office even if we dont have an appointment.

Diego Parraga Earlier this year, my business in Miami hit a wall. I had taken out multiple MCA loans to cover different costs and payroll during a slow season, but things spiraled quickly. The daily withdrawals drained our cash flow, and I started falling behind on everything, from rent to fuel costs. I was overwhelmed, losing hope, and seriously considering filing for bankruptcy. That’s when I found Freedom Finance Solutions. From the very first call, they treated me with respect and zero judgment. They explained everything clearly, step by step, and didn’t sugarcoat the situation. What stood out was how fast they moved, within a few weeks, they negotiated with my lenders, reduced the total I owed, and put a stop to the daily deductions. That gave me the breathing room I desperately needed. Thanks to Freedom, I didn’t have to shut down. We’re now heading into summer fully staffed and back on track. If you’re feeling trapped by MCA loans, don’t wait, these folks genuinely know what they’re doing and they care.

Hector Ramos I have always had a great experience with Jay@Quantum Planning. He is thorough, efficient and professional. He makes sure to get everything required to get you the best refund and offers great financial and retirement advise. I highly recommend him.

Elizabeth Strange Madison Taylor prepared our return this year. She is very prompt, polite and knowledgeable. She was able to answer our questions. My husband and I really enjoyed speaking with her and wish her the very best. (Starke FL office, not located inside Walmart)

Naira Bishop Jesi is absolutely amazing! She came into my classroom as a guest speaker and spoke to us about financial literacy. Her session was really informative. My students were very attentive and asked so many great questions.We all walked away with a better understanding of budgeting, saving, and planning for the future. Thank you Jesi for everything!

Whitney Saylor Jesse has been our familys financial advisor for more than 5 years and we feel very confident in his guidance, expertise, and ability in managing our overall portfolio. He takes time to meet with us on a regular basis and wants us to feel comfortable and informed with the decisions we make.

Hernandez Enrique “Iker” Today I was issue with my debit card but the lady Nancy very friendly helped me in my issue. This branch have a family and atmosphere friendly and very quick attention. Thanks a lot