Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS® - Yulee (FL)

Murray B Schwartz Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. Its an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommend this team to anyone looking real long-term help.

Joanne I went to the office on Beville in south Daytona. The young lady who helped me was amazing! She was very good about explaining the process to me. She did all she could to help me with my situation. I had a cut in my income as my husband passed just 1 month before and was having problems paying my bill. She helped me with a new payment and an opportunity to catch up on my due payments. Would recommend this company to anyone who needs assistance with struggling financially.

William Garcia Miranda Gutierrez and her team were incredibly helpful when I was shopping for home insurance. They went out of their way to explain how I could save money on my policy and the tradeoffs involved. Even though I was rate shopping with different insurance providers, Miranda encouraged me to get a revised quote with my existing provider despite it potentially going against her own interests. That level of integrity is tough to find in an insurance agent and I would highly recommend working with her team.

Christina Lynn Smith She found a pension we didn’t even know. Dr. Aull is friendly, knowledgeable, and helpful. Thank you Cathy!

John McNeal We have used Devin at GeoDev for 20 years since we moved here. He is so easy to talk to and explains things clearly and is extremely patient [we need that!] in his interactions. Great staff. In our opinion, trust and the ability to communicate are the most important goals when selecting a financial advisor. We have both at 100% in Devin.

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!