Edward Jones - Financial Advisor: James W Campbell Jr - Bradenton (FL)

Chris Great for walking in the heat

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

Dennis Fitzsimmons Great bank to do business with. Personnel are super nice and helpful. Gives you the small town banking feel of old, but modern and up to date on all banking needs.

Forbes Amanda “Mandy” I love this place! Once a month I get to go to Lake Butler and I always stop by here and get lunch before I head back to Ocala! They are so friendly and kind!

roy mulanda I lack confidence when it comes to financial issues…Some painful past experiences made me skeptical and I rarely have trust for companies who state that they operate having their customers’ best interests in mind. However, Harwood impressed me with its customer-centric approach and willingness to actually help. I’ve never looked for another company when it comes to managing my finances.

Jorge Morell My wife and I are in local law enforcement and the small retirement we have saved is all we have. After speaking with Stan we knew we could trust him. Stan has been managing our retirement fund for over a year. We are extremely satisfied and happy with what he has accomplished with our money. I would highly recommend Eads Financial Group.

CASEY H. Coming up on retirement can be a stressful planning event for a couple. Tyler has been steering us through it with masterful precision. He skillfully reassured my wife that all will be well while also helping me get all our affairs in order. Rest assured, Tyler can and will give you the same sound advice, whether you are a young couple just starting out or a seasoned pair wanting to begin enjoying retired life.