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

Biastre Jr. George “Geo” We have trusted Capital Analysts for nearly 30 years. They have taken very good care of our portfolio.

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.

LIC Sons Production Very wonderful RVP. Knows what she is talking about

Susan Killimett Very professional, informative, helpful and courteous. It was a pleasure to meet with Patrick Norris and discuss opening an account with Ameriprise and learn some of the options that are available concerning looking at the stock market and purchasing.

Jessica McQuade Grafton Wealth Advisors is truly a gem in the world of financial planning. As a family-owned and operated firm, they exude a warmth and personal touch that is hard to find. From the moment you walk in, you feel like part of their family. They genuinely care about their clients, taking the time to listen, understand, and address your unique needs and goals. What stands out most is their ability to make you feel valued and heard. They approach every interaction with honesty, respect, and a deep commitment to doing what’s best for you. Their personalized strategies and thoughtful guidance have given me tremendous peace of mind, and I know I’m in the best hands possible. If you’re looking for a team that combines top-notch financial expertise with a family-first approach, Grafton Wealth Advisors is the one to trust. I can’t recommend them highly enough!

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.