Edward Jones - Financial Advisor: Jesse M Plunkett, CEPA®|CRPC™ - Sanford (FL)

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

Baron Loud Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!

B Harrison Hands down Chris Soud is one of the finest CPAS in this area.

Tee Fonts A+ service. Johana was wonderful! I did not have a wait. Parking was free & hard to find your first time, go to the apartment entrance and follow the signs or call an agent.

Sandra Wood Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didnt. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them!

Giovanni Rossi I was approached by a Coastal Wealth professional while at a restaurant and after a small conversation, I decided to take the meeting. Thankfully I did! Matthew was professional from start to finish and helped me with all of my insurance planning that I had been putting off for years. I plan to continue working with this firm for all of the financial planning needs.