Edward Jones - Financial Advisor: Jamie Davis - Madison (FL)

Beth Brenkman Still waiting 30 minutes after a scheduled appointment with Joyce who is working with other people. No notice was given and were just sitting here. Will update review after we are seen/if we are seen. Update: As far as tax preparations go, it was excellent. Joyce is friendly and knowledgeable. Im still not happy about waiting and there was technical problems with paying our fees at the end. 2020 update. Back again and had the pleasure of working with Joyce, again. She helped us with the new W-4s and figuring them out. Highly recommend H&R Block and Joyce is invaluable. I hope we have the pleasure of doing business with her for a long time.

Rene Paez Elite Financial and specifically Jerry are very pleasant to work with. I have found that not only is Jerry very knowledgeable about various financing situations, but he also does not beat around the bush, which is a breath of fresh air. He is a man of his word and always delivers as promised. I have also found that Elite Financial has several unique financing options that I have not seen anywhere else. Thank you Elite Financial for doing such a good job.

Saralyn Blanton Friendly and helpful staff! System upgrades are great….app and bill pay are great additions!

Amber Lee I never would’ve associated a bank visit with a pleasant experience, but Anthony went above and beyond being so kind and helpful. Thank you for all that you do!

Delaney Mathews The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

Rebecca Walton Very welcoming place with VERY pleasant staff!

Bill Martin Sounded like he new what he was talking about. Transferring my accounts to him.